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David Sung Yeul Chang

InvestmentNews' Top 40 Under 40 and Multi-Year 5-Star Wealth Management Award Winner

Wealthbridge, Inc.

Honolulu

HI

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Health Insurance
    • -Long-Term Care Insurance
    • -Annuities
    • -Business Insurance
    • -Other Insurance
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
    • -Other Pension Consulting
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Investment Companies
    • -Businesses or Institutional Clients
    • -Other Portfolio Management
  • Accounting & Tax
    • -Tax Advice
    • -Other Tax
  • Legal
    • -Legal Planning
    • -Legal Advice
    • -Other Legal

Funds

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Chang Holding Company Incorporated 6 years, 3 months Dec 2010 - Present
Wealthbridge, Inc 9 years, 11 months Apr 2007 - Present
Ameriprise Financial Services, Inc. 1 year, 5 months Jan 2006 - Jun 2007
Us Army 6 years, 4 months Aug 2002 - Dec 2008

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.

Articles and Answers

Insights by David Chang

Should You Pay Your Mortgage Down?
Published 2016-01-29 20:07:30
Four Things SMART Investors Do
Published 2016-01-29 20:04:29
The Wisdom of the World's Greatest Investors
Published 2016-01-29 19:57:30
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
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    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      1
    • as of date
      Jan 18, 2017
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Jan 18, 2017
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on Jan. 19, 2017
      • $40.0M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 450
        number of clients
      • $88.9K
        Estimated Average Account Balance Per Client

    Wealthbridge, Inc.

    Last updated on Oct. 7, 2016
      • $38.3M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 550
        Accounts
      • $69.6K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees