Kevin A. Chang, CPA, CFP®, AIF®

Kevin A. Chang, CPA, CFP®, AIF®

Principal,
Financial Advisor

  • Granite Bay, CA
  • Red Rising by Piece Brown and The Warded Man by Peter V. Brett | Willow and Big Trouble In Little China
  • Listen to the mustn't, child. Listen to the don'ts. Listen to the shouldn't, the impossible, the won't. Listen to the never haves, then listen close to me... Anything can happen, child. Anything can be. ― Shel Silverstein
  • Thoughtful, passionate, humorous

Financial Advisors

Kevin Chang is an institutional retirement plan advisor based in Roseville, CA.

Kevin joined CAPTRUST in 2021 from Genovese Burford & Brothers—an independent wealth and retirement plan management firm—where he was a director of retirement plan services and a partner.

At CAPTRUST, he specializes in helping plan sponsors of corporate retirement plans understand fiduciary duties, investment evaluations, and how to complete a thorough analysis to develop the best in plan design.

Prior to Genovese Burford & Brothers, Kevin was client relationship manager at Smart Investor. He has been in the industry since earning his Bachelor of Arts degrees in business economics and communications from the University of California at Santa Barbara in 2006.

When Kevin is not helping a client, he enjoys playing competitive tennis and throwing a Frisbee to his 90-pound Labrador retriever, Hank.

Education

  • Bachelor of Arts degree in business economics with an emphasis in accounting from the University of California at Santa Barbara
  • Bachelor of Arts degree in communications from the University of California at Santa Barbara

Industry Designations

  • Certified Public Accountant
  • CERTIFIED FINANCIAL PLANNER™
  • Accredited Investment Fiduciary

Awards & Recognition

  • NAPA Top DC Advisor Teams | 2021 (CAPTRUST Sacramento)
  • NAPA Aces: Top 100 Retirement Plan Advisors Under 40 | 2022

Industry Involvement

  • Member—Western Pension & Benefits Council

News & Resources

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