Profile
Kevin Alexander Chang worked as a Principal at The Smart Investor from 2009 to 2010.
He then worked as a Principal & Financial Advisor at MAK Financial Services LLC from 2011 to 2021.
Mr. Chang received his undergraduate degree from the University of California, Santa Barbara in 2006.
Former positions of Kevin Alexander Chang
| Companies | Position | End |
|---|---|---|
MAK Financial Services LLC
 MAK Financial Services LLC Investment ManagersFinance MAK Financial Services LLC (MAK Financial) is a wealth management firm and SEC-registered investment advisor headquartered in Sacramento, California. The firm was founded by Michael Genovese and Lon Burford in 1987 as Genovese Burford & Brothers Wealth and Retirement Plan Management LLC. They are wholly-owned by CapFinancial Partners LLC, ultimately owned by CapFinancial Holdings, Inc. MAK Financial provides wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to fiduciaries of corporate retirement plans. | Analyst-Equity | 30/03/2021 |
The Smart Investor
 The Smart Investor Investment ManagersFinance Part of Edelman Financial Engines LLC, The Smart Investor is a company that provides financial planning and investment management services. The company is based in Roseville, CA. The company was founded by Allan Henriques. The Smart Investor was acquired by Edelman Financial Engines LLC on August 01, 2022. | Corporate Officer/Principal | 30/12/2010 |
Training of Kevin Alexander Chang
| University of California, Santa Barbara | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
MAK Financial Services LLC
MAK Financial Services LLC Investment ManagersFinance MAK Financial Services LLC (MAK Financial) is a wealth management firm and SEC-registered investment advisor headquartered in Sacramento, California. The firm was founded by Michael Genovese and Lon Burford in 1987 as Genovese Burford & Brothers Wealth and Retirement Plan Management LLC. They are wholly-owned by CapFinancial Partners LLC, ultimately owned by CapFinancial Holdings, Inc. MAK Financial provides wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to fiduciaries of corporate retirement plans. | Finance |
The Smart Investor
The Smart Investor Investment ManagersFinance Part of Edelman Financial Engines LLC, The Smart Investor is a company that provides financial planning and investment management services. The company is based in Roseville, CA. The company was founded by Allan Henriques. The Smart Investor was acquired by Edelman Financial Engines LLC on August 01, 2022. | Finance |
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