Colbert Chang

Colbert Chang, CFP®, CWS®, MBA, AWMA®, AAMS®, is the Vice President at Fidelity Investments, bringing three decades of experience in wealth management for high-net-worth clients. They have a rich background in financial planning, portfolio investment analysis, and business development. Colbert has previously held positions at Barclays Investment Bank, Ron Blue Trust, and Charles Schwab, where they focused on tailored financial solutions and client relationships. They graduated with a Bachelor of Business Administration from Hofstra University and a Master of Business Administration from St. John's University. Colbert is actively involved in their community, serving in ministries and teaching personal finance classes.