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.
  Need a Speaker?
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
--Insurance Planning
--College Financial Aids
--Estate Planning/Tax Saving Strategies

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Jenny Chang, MBA  

Vice President
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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, EA, MBA
Vice President, Elite Wealth Group |卓越財富管理
Co-Founder, Elite Tax & Accounting |卓越國際稅務

Experience
Vice President, Elite Wealth Group |卓越財富管理, Dates Employed Jan 2003– Present

Co-Founder, Elite Tax & Accounting |卓越國際稅務, Dates Employed Jan 2014– Present

Elite Wealth Group & Elite Tax Accounting with accountants, attorneys, private equity firms and family offices to find better paths to financial success. We help manage risk, reduce insurance costs, manage taxes, and build successful exit strategies. We offer a unique perspective to finding quantifiable, results-based solutions to your most complicated financial challenges.

Elite Wealth Group
Integrated Wealth Planning
Tax Saving Strategies
Retirement Planning
Insurance Planning
401K/IRA Rollover
Business Planning
Defer Compensation
Defined Benefit Plan
Advanced Estate Planning
Asset Protection/Wealth Transfer

Elite Tax & Accounting
Tax Planning & Compliance
Estate, Gift & Trust Services
Voluntary Disclosure Program
New Business Establishment
Charitable Giving & Wealth Management
Business Valuation &Financial Modeling
Financial Reporting & Forecasting
U.S. Investment Consultant & Valuation
Corporation, Individual & International Tax
Tax Dispute and Representation

Education:
CSU, MBA Finance & Quantitative information Management

Languages:
English,Mandarin

Accomplishments
Honors & Awards

  • 2010-2017 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
  • 2010-2017 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
  • 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.

Certifications
IRS Enrolled Agent, EA 美國國稅局註冊稅務師

Volunteer Experience
Company Name: National Life Group®
Multi-Cultural Marketing Advisory Committee
Dates volunteered  2017-Present

Company Name: Million Dollar Round Table
MDRT 2017 Annual Meeting Focus Session Captain
Dates volunteered  Feb 2017 – June 2017

Company Name: National Life Group®
Marketing Advisory Council
Dates volunteered  March 2014- Nov 2015

Company Name: Million Dollar Round Table
MDRT Office Efficiency Committee
Dates volunteered  June 2016– Sep 2016

Company Name: Million Dollar Round Table
MDRT Protection Committee
Dates volunteered  Aug 2015– March 2016

Company Name: Million Dollar Round Table
MDRT US Tax Planning Committee
Dates volunteered  July 2014– Oct 2014



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