Sam Chang

Wealth advisor

Sam Chang is a wealth advisor with Thrivent, a Fortune 500 financial services organization committed to helping people lead lives of service and faith.

After immigrating to the United States when he was 5 years old, he had a 16-year career on Wall Street before joining Thrivent. He's passionate about helping people of all backgrounds use their money as a tool to lead a life of higher purpose.

Wealth management

4 ways to help AAPI families achieve homeownership

Homeownership among Asian American and Pacific Islanders is at an all-time high, but they face unique obstacles that financial planners must take into account.

By Sam Chang

May 21

TRENDING

Regulation and compliance

Morgan Stanley wins $10M clawback from advisor with checkered record

The arbitration award comes amid the industry's aggressive push to make sure departing wealth managers pay back money owed on recruiting loans.

By Dan Shaw

10h ago
Practice and client management

Older clients, newer services — why one RIA added an expert in aging

GYL Financial sees the services as a fiduciary duty to its customers alongside the industry's business incentives and compliance requirements.

By Tobias Salinger

July 9
Investment strategies

Bitcoin dip buyers pour $438 million into U.S. ETFs in two days

As a flood of supply drives prices lower, many investors are rushing in to buy the cryptocurrency at a discount.

By Sidhartha Shukla

July 9