Ho-Tae Chang, CFP, CLU, ChFC, MSFS 

Ho founded the firm alongside Don in 1993. Ho is an expert at managing and navigating the ever-changing marketplace of products available to our clients. Ho consistently explores new avenues to better suit our client’s respective goals and portfolio needs. This includes daily monitoring of market and industry outlook, as well as investment specific details to ensure all products are conceptually sound and consistent with the client’s needs. 

Ho oversees safeguard and product integrity at the firm and handles staff training. The industry leading practices Ho employs are embraced consistently throughout the firm.

In addition to his breadth of experience, Ho maintains the highest quality credentials in the profession.

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