Kevin A. Chang, CPA, CFP®, AIF®, is a Principal and Financial Advisor at CAPTRUST, where they provide guidance on retirement plans and investment management. Previously, they served as a Partner and Director of Retirement Plan Services at Genovese Burford & Brothers from 2018 to 2021, and as a Client Relationship Manager at Smart Investor in 2010-2011. From 2006 to 2009, Kevin worked as a Senior Audit Associate at KPMG. They hold dual BA degrees in Business Economics with an emphasis in Accounting and Communications from UC Santa Barbara, earned in 2006.
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