1. Rational. Objective. Independent.
Biography
Kevin Chang
Client Relationship Manager
Email: kchang@smart-investor.cc
Phone: (916) 435-2100
Kevin Chang serves as a Client Relationship Manager for Smart Investor. In this role, Kevin is responsible for developing and
managing individual client relationships and overseeing the implementation of financial planning recommendations. A significant
portion of Kevin’s efforts are devoted to assisting retirement plan sponsors and plan participants achieve their financial objectives.
Kevin brings to Smart Investor Big Four audit experience. He was a senior auditor in the San Francisco office of KPMG,
specializing in real estate audits.
A resident of Roseville, Kevin enjoys tennis, golf, cooking and traveling. He also volunteers with Big Brothers and Sisters of
America, the nation’s leading youth mentoring organization developing positive relationships that have a direct and lasting impact
on the lives of young people.
Education
9 B.A. Business Economics, with emphasis in Accounting, University of California, Santa Barbara
9 B.A. Communications, University of California, Santa Barbara
Associations & Memberships
9 Member, Financial Planning Association, Northern California Chapter
5800 Stanford Ranch Rd, Bldg 800, Rocklin, CA 95765 9 (916) 435-2100 9 www.smart-investor.cc