Secure Your Financial Future with Expert Guidance
Tailored financial solutions to grow, protect, and manage your wealth with confidence and clarity.
23+
Years Experience
5K+
Clients Served
98%
Client Satisfaction
About Chang Financials
With over two decades of experience, Chang Financials delivers personalized financial strategies that prioritize your goals and secure your future. Our client-focused approach ensures that every financial plan is as unique as the individual it serves.
Our Services
Comprehensive financial solutions designed to meet your unique needs and objectives.
Personalized investment strategies tailored to your financial goals and risk tolerance.
Strategic approaches to grow your portfolio securely with diversified investment options.
Comprehensive plans to ensure financial security and comfort in your retirement years.
Expert guidance to maximize profitability and operational efficiency for your business.
Protective strategies to safeguard your assets and investments from uncertainties.
Accurate and organized financial records to ensure seamless tracking of income, expenses, and overall financial health.
Chang Velasco III, CPA
Founder & CEO, Chang Financials
With over two decades of experience in financial services, Chang has established himself as a trusted advisor to individuals and businesses seeking to achieve their financial goals.
After graduating from Harvard Business School and spending 10 years at leading financial institutions, Chang founded Chang Financials with a vision to provide personalized, comprehensive financial solutions that put clients first.
Under his leadership, Chang Financials has grown to serve over 5,000 clients while maintaining the personalized attention that each client deserves.
Credentials & Recognition
- • Certified Financial Planner (CFP®)
- • Chartered Financial Analyst (CFA)
- • Named "Top 40 Under 40" in Financial Advisory
- • Regular contributor to Financial Times and Bloomberg
Trust Your Finances With The Experts
At Chang Financials, we combine industry expertise with personalized service to deliver financial solutions that truly work for you.
Book Your Free Consultation
Take the first step towards financial security. Our experts are ready to create a personalized plan for you.