Stephanie Chang
Senior Vice President, Financial Advisor & Portfolio Manager
CFA®, CFP®
Contact Stephanie
Team Office
Stephanie’s Locations
South San Francisco, CA 94080 (626) 286-4029
San Marino, CA 91108 (626) 286-4029
About Stephanie
Stephanie has more than 13 years of investment and financial experience in the financial services industry. Stephanie brings portfolio management expertise and tech industry insights to her client advisory role. She strives to help clients understand the market and guide them through different business cycles.
Prior to joining Pillar Pacific in 2020, she was a security analyst at Fisher Investments, portfolio manager at an LPL Financial Advisory Group and group manager at Evaluserve Business Consulting in Shanghai, China. Outside of the office, she enjoys classical music, wine, tuning stereo systems, hiking, and travelling with her husband and two daughters. Stephanie joined Wealth Enhancement Group in 2021 through the Pillar Pacific Capital Management acquisition.
Education
- MBA, Santa Clara University
- MS, Santa Clara University
Additional Language
- Mandarin
Awards & Recognition
View All2026
InvestmentNews $100M Club: Top Female Advisors (2026)
InvestmentNews
2026
AdvisorHub 250 RIAs to Watch (2026)
AdvisorHub
2026
AdvisorHub 50 Women RIAs to Watch (2026)
AdvisorHub
Newsroom and Resources
View All18 Wealth Enhancement Advisors Named Among InvestmentNews’ 2026 $100M Club: Top Female Advisors
23 Wealth Enhancement Advisors Recognized on AdvisorHub’s 2026 Advisors to Watch Rankings
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