About
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
Resources from Stephanie Chang
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