Jenny Chang, EA, MBA
美國國稅局註冊稅務師
美國百萬圓桌頂級理財師
國際認證金融財務顧問師
美國大學升學註冊規劃師
美國金融和信息管理碩士
卓越國際稅務& 財富管理副總裁
Honors and Awards
• 2010-2016 The Million Dollar Round Table (TOT), Producing Multiple of Top of the Table productions

• 2014-2016 National Life Group Platinum Award, USA #1 for 3 Consecutive Years

• 2010-2016 Allianz Life A List, Blue, Platinum & Gold Top Producer

• 2016 National Life Group® Chairman’s Award, USA #1 (Sicily, Italy)

• 2015 National Life Group® Chairman’s Award, USA #1 (Bordeaux, France)

• 2014 National Life Group® Chairman’s Award, USA #1 (Sydney, Australia)

• 2013 National Life Group® Chairman’s Award, USA Top 3 (United Nations, NY)

• 2012 National Life Group® Chairman’s Award, USA Top 3 (Barcelona, Spain)

• 2014 -2016 National Life Group® Diamond Club, USA #1

• 2012-2013 National Life Group® Diamond Club, USA Top 3

• 2016 MDRT US Protection Committee Council

• 2015 MDRT US Tax Planning Committee Council

• 2014-2016 National Life Group® Marketing Advisory Council

• 2014 MDRT Annual Meeting Speaker (Toronto, Canada)

• 2013 Allstate LBL Leadership Award (Montreux, Switzerland)

• 2013 International Insurance Annual Meeting Speaker (South Korea)

• 2013 MDRT Annual Meeting Forum Discussion Speaker (Philadelphia, PA)

• 2011 North America Life Top Producer

• 2010-2016 Allianz Life WomenNetwork Leadership Club

• 2010-2012 AIG AGLA Top Producer & Leadership Club

• 2009-Present, Board Director of the Gracious Life Foundation. Leading World Youth Championship Golf Team and holds many Charitable activities for the Lucile Packard Children’s Hospital of Stanford University.
Jenny Chang, MBA  

Vice President
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Jenny is committed to community services and is frequently invited as a guest speaker on current business & family financial planning issues by local news media, non-profit organizations and chambers of commerce.

--Retirement Planning --Asset Protection/Transfer --Financial Planning

--Insurance Planning --College Financial Aids --Defined Benefit Plan

--Estate Planning/Tax Saving Strategies --401K Rollover --Wealth Transfer

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Top of the Table
全球百萬圓桌頂尖會員

最高榮譽-白金獎 Platinum Award

Jenny Chang is the Vice President of Elite Wealth Group, Inc. and a member of the Financial Planning Association. Jenny is an expert in wealth accumulation and preservation in San Francisco Bay Area and is a distinguished 2012 Top of the Table member of the Million Dollar Round Table (MDRT) which comprised of the top 1% of the world's insurance & financial services professionals. In 2012, She won an International Platinum Award in Financial Service.  From 2009 to 2012, she was honored National Life Diamond Club Winner, North American life US Million Dollar Award, American General Life U.S. President Trophy Winner and U.S. leadership Cabinet Award.

Jenny is a leader and an activist in the community; she serves as a Board Director of the Gracious Life Foundation; the foundation donates all proceeds to the Lucile Packard Children᾿s Hospital at Stanford for childhood disease research and treatment. She also hosts a wealth building strategies program on Singtao Radio 96.1FM every Friday. She appears frequently on SINO TV 172 Financial Wonders, KTSF 26 Television’s Business & Lifestyle and other media TV & radio shows. Her articles have been published in the Singtao Newspaper, World Journal and many websites.

Jenny earned her MBA degree in Finance and Quantitative Information Management, graduating in the top 5% of her class and she was inducted into the prestigious Beta Gamma Sigma Graduate Business Honors Society. With more than ten years of experience in the financial services industry, Jenny is dedicated to provide clients with a tailored program to portfolio construction and investment strategies. At the heart of her philosophy is a passion to build enduring client relationships with a commitment to provide outstanding guidance and service.

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