Stephen Walter Chang

Current Employers

Employment History

• 03/2023 → Present
  Acts Financial Advisors
  Mclean, VA
• 09/2021 → 03/2023
  Mckinsey
  Washington, DC
• 10/2020 → 03/2021
  Virginia Dermatology
  Fredericksburg, VA
• 07/2013 → 08/2020
  United Medical Laboratories
  Tysons, VA
• 07/2013 → 03/2022
  Capital College
  Tysons, VA
• 07/2025 → Present
  University Of Virginia
  Charlottesville, VA

Other Businesses

1) Stephen Chang is a licensed insurance agent. Start date : 2023-07-13. Hours per month devoted to this activity during trading hours: 5; Hours per month devoted to this activity outside trading hours: 5; Name of outside business: Rich to Wealthy, LLC; Location of the business: 1390 Chain Bridge Rd #10147 McLean Virginia 22101 United States; Description of the business: Rich to Wealthy is a personal finance-related social media and website-based education and entertainment company. ; Position Title: Owner/Co-Founder; Responsibilities Duties: Create media content for educational and entertainment purposes regarding personal finance topics; Start date with business: 2023-07-12; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 10. 2) University of Virginia; Is the advisory affiliate principal control person: No; Entail service on board of directors for a publicly traded company: No; Is the business investment related: No; Location: 2420 Old Ivy Road Charlottesville VA 22903 USA; Description of the business: The University of Virginia School of Continuing and Professional Studies (SCPS) helps working adults finish their degrees and advance their careers. The school offers a variety of online and in-person programs, including bachelor's degree completion programs, professional certificates, a master's in public safety, and other career accelerators.; Position Title: Instructor, CFP® Certificate Program; Responsibilities Duties: Provide instruction on Certified Financial Planning courses needed to pursue CFP® certification with the CFP® Board. Specific subject areas include Personal Financial Planning, Insurance Planning, Investment Planning, Income Tax Planning, Retirement Planning, Estate Planning, and Capstone course in Financial Planning.; Start date with business: 2025-07-15; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 15; Percentage of total yearly compensation expected to be derived from the business: 5;

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-02

Other Names

• Stephen Chang