Kevin A. Chang, Cpa, Cfp®, Aif®
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Kevin A. Chang, Cpa, Cfp®, Aif® Email & Phone Number

Principal | Financial Advisor at CAPTRUST (formerly GBB) at CAPTRUST
Location: Roseville, California, United States 6 work roles 2 schools
1 work email found @captrustadvisors.com 3 phones found area 916 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email k****@captrustadvisors.com
Direct phone (916) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
CAPTRUST
Role
Principal | Financial Advisor at CAPTRUST (formerly GBB)
Location
Roseville, California, United States
Company size
621 employees

Who is Kevin A. Chang, Cpa, Cfp®, Aif®? Overview

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Quick answer

Kevin A. Chang, Cpa, Cfp®, Aif® is listed as Principal | Financial Advisor at CAPTRUST (formerly GBB) at CAPTRUST, a with 621 employees, based in Roseville, California, United States. AeroLeads shows a work email signal at captrustadvisors.com, phone signal with area code 916, and a matched LinkedIn profile for Kevin A. Chang, Cpa, Cfp®, Aif®.

Kevin A. Chang, Cpa, Cfp®, Aif® previously worked as Principal | Financial Advisor at Captrust and Partner at Genovese Burford & Brothers. Kevin A. Chang, Cpa, Cfp®, Aif® holds Ba, Business Economics With An Emphasis In Accounting from Uc Santa Barbara.

Company email context

Email format at CAPTRUST

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*@captrustadvisors.com
71% confidence

AeroLeads found 1 current-domain work email signal for Kevin A. Chang, Cpa, Cfp®, Aif®. Compare company email patterns before reaching out.

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Profile bio

About Kevin A. Chang, Cpa, Cfp®, Aif®

The process of overseeing a company retirement plan or an individual nest egg often overwhelms people. Do you need help understanding your fiduciary duties, managing investments, or developing the best plan design? Do you question how much you should be saving and if you are taking the appropriate level of risk? Let me help. I navigate the complexity by helping you identify your goals and objectives and by offering you more simple and manageable solutions.

Listed skills include Strategic Financial Planning, Pensions, Finance, Investments, and 8 others.

Current workplace

Kevin A. Chang, Cpa, Cfp®, Aif®'s current company

Company context helps verify the profile and gives searchers a useful next step.

CAPTRUST
Captrust
Principal | Financial Advisor at CAPTRUST (formerly GBB)
raleigh, north carolina, united states
Website
captrustadvisors.com
Employees
621
AeroLeads page
Company profile
View company profile Email format
6 roles

Kevin A. Chang, Cpa, Cfp®, Aif® work experience

A career timeline built from the work history available for this profile.

Principal | Financial Advisor

Current
Captrust

Roseville, California, United States

Jan 2021 - Present

Partner

Genovese Burford & Brothers
Jan 2018 - Jan 2021

Director Of Retirement Plan Services

Genovese Burford & Brothers
Mar 2017 - Jan 2021

Financial Advisor

Genovese Burford & Brothers

Sacramento, California Area

Oct 2011 - Jan 2021

Client Relationship Manager

Smart Investor
Jan 2010 - Oct 2011

Senior Audit Associate

Kpmg
Sep 2006 - Sep 2009
Team & coworkers

Colleagues at CAPTRUST

Other employees you can reach at captrustadvisors.com. View company contacts for 621 employees →

VL Vicki Love Vicki Love Colleague at CaptrustAustin, Texas, United States View → SR Scott Roland Scott Roland Colleague at CaptrustNashville Metropolitan Area, United States View → ST Sherry Thiltgen Sherry Thiltgen Colleague at CaptrustSan Antonio, Texas, United States View → NB Nicole Becker, Mba Nicole Becker, Mba Colleague at CaptrustGreater Colorado Springs Area, United States View → TR Tom Reynolds Tom Reynolds Colleague at CaptrustGreenville, South Carolina, United States View → DS David Stix, Cfa David Stix, Cfa Colleague at CaptrustUnited States View → BN Ben Neal Ben Neal Colleague at CaptrustLawrence, Kansas, United States View → AS Andrew Schwark, Cfa®, Caia Andrew Schwark, Cfa®, Caia Colleague at CaptrustGreater Chicago Area, United States View → GE Gregory E. Upole Gregory E. Upole Colleague at CaptrustAkron, Ohio, United States View → ME Michael Esposito Michael Esposito Colleague at CaptrustNew York City Metropolitan Area, United States View →
2 education records

Kevin A. Chang, Cpa, Cfp®, Aif® education

FAQ

Frequently asked questions about Kevin A. Chang, Cpa, Cfp®, Aif®

Quick answers generated from the profile data available on this page.

What company does Kevin A. Chang, Cpa, Cfp®, Aif® work for?

Kevin A. Chang, Cpa, Cfp®, Aif® works for CAPTRUST.

What is Kevin A. Chang, Cpa, Cfp®, Aif®'s role at CAPTRUST?

Kevin A. Chang, Cpa, Cfp®, Aif® is listed as Principal | Financial Advisor at CAPTRUST (formerly GBB) at CAPTRUST.

What is Kevin A. Chang, Cpa, Cfp®, Aif®'s email address?

AeroLeads has found 1 work email signal at @captrustadvisors.com for Kevin A. Chang, Cpa, Cfp®, Aif® at CAPTRUST.

What is Kevin A. Chang, Cpa, Cfp®, Aif®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 916 for Kevin A. Chang, Cpa, Cfp®, Aif® at CAPTRUST.

Where is Kevin A. Chang, Cpa, Cfp®, Aif® based?

Kevin A. Chang, Cpa, Cfp®, Aif® is based in Roseville, California, United States while working with CAPTRUST.

What companies has Kevin A. Chang, Cpa, Cfp®, Aif® worked for?

Kevin A. Chang, Cpa, Cfp®, Aif® has worked for Captrust, Genovese Burford & Brothers, Smart Investor, and Kpmg.

Who are Kevin A. Chang, Cpa, Cfp®, Aif®'s colleagues at CAPTRUST?

Kevin A. Chang, Cpa, Cfp®, Aif®'s colleagues at CAPTRUST include Vicki Love, Scott Roland, Sherry Thiltgen, Nicole Becker, Mba, and Tom Reynolds.

How can I contact Kevin A. Chang, Cpa, Cfp®, Aif®?

You can use AeroLeads to view verified contact signals for Kevin A. Chang, Cpa, Cfp®, Aif® at CAPTRUST, including work email, phone, and LinkedIn data when available.

What schools did Kevin A. Chang, Cpa, Cfp®, Aif® attend?

Kevin A. Chang, Cpa, Cfp®, Aif® holds Ba, Business Economics With An Emphasis In Accounting from Uc Santa Barbara.

What skills is Kevin A. Chang, Cpa, Cfp®, Aif® known for?

Kevin A. Chang, Cpa, Cfp®, Aif® is listed with skills including Strategic Financial Planning, Pensions, Finance, Investments, Retirement Planning, Retirement, Financial Services, and Financial Analysis.

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