Broker Check
Cody Chang

Cody Chang

Client Services Associate

Cody Chang collaborates with our clients and our team members to provide a superb and positive experience when implementing client requests and financial plans. Cody recently graduated from San Diego State University with a Bachelor’s of Science in Finance where he spent his time volunteering through the Miracle League of San Diego and serving on numerous committees within his Fraternity. He’s currently studying to obtain his Series 7 and 66 securities registration in order to get closer to completing his goal of becoming a Certified Financial Planner. His passion for helping others to reach their goals directed him towards the wealth management industry.

Cody was born and raised in the Bay Area and currently resides in Dublin, CA. Although he’s a Bay Area native at heart he remains loyal to the Boston Celtics and New England Patriots. In his free time Cody enjoys, playing golf, playing basketball, and lifting weights. He’s a well-seasoned traveler who’s visited many countries and considers Singapore his second home due to his deep family roots in the country.