0054M000004Rg1lQAC

Stephanie Chang

Senior Vice President, Financial Advisor & Portfolio Manager

CFA®, CFP®

Office Information


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Team Office

Stephanie’s Locations

611 Gateway Blvd Suite 120
South San Francisco, CA 94080
(626) 286-4029
2650 Mission Street, Suite 205
San Marino, CA 91108
(626) 286-4029
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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 All
  1. Awarded 6/17/26 for the ranking year 2026.
  2. Awarded 6/16/26 for the period June 2026–June 2027.
  3. Awarded 4/9/26 for the ranking year 2026.

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Why Wealth Enhancement

One coordinated team, built around your plan

Our advisory teams work best with households that have $500,000 or more in investable assets.

Ready to talk now? Call 763-401-5685.

(Weekdays 8am–6pm Central)

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