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Mini sam chang
Thrivent Financial
West Hartford, CT

Sam Chang

CFA®
Empowering clients to achieve their financial goals and dreams
Score:
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Meet Sam

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Introduction - Sam Chang
Video Transcripts

Worked on Wall Street for the first 16 years of his career. Specializes in investments. Married with three children. Board of Directors of the Manchester Area Council of Churches. Lived in Hawaii for 4 years. Supports St. Francis Hospital, Children International, and Camp Calumet. BA in Economics from Trinity College, Hartford, CT.

I am licensed to do business in CT, MA, ME, NC, and NY.

Worked on Wall Street for the first 16 years of his career. Specializes in investments. Married with three children. Board of Directors of the Manchester Area Council of Churches. Lived in Hawaii for 4 years. Supports St. Francis Hospital, Children International, and Camp Calumet. BA in Economics from Trinity College, Hartford, CT.

I am licensed to do business in CT, MA, ME, NC, and NY.

Languages Spoken
Mandarin

Services offered

Investment Management
Financial Planning
Investment Consulting
Asset Allocation
Retirement Planning
Tax Planning
College Planning
Estate Planning
Insurance Management
Socially Responsible Investing
Employer Sponsored Retirement Plans
Long-Term Care Planning

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Commission-based
Based on % of assets
Fee & Commission
Flat Fee/Retainer

Certifications and licenses

CFA® - Chartered Financial Analyst®

Memberships

NAIFA - National Association of Insurance and Financial Advisors 
CFA Institute - Chartered Financial Analyst Institute

Education

BA - Trinity College
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