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
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.
Integrated Wealth Planning
Aspire to achieve big goals. Use your wealth to live within your dreams, not your fears.

At Elite Wealth Financial & Insurance Services advisors, we take the time to get to know you. Your lifestyle, family and business aspirations become the foundation of your financial plan, which guides you step-by-step toward achieving your goals. We see our role as a facilitator to help you grow, preserve and position your wealth in a way that is aligned with your core values and heartfelt goals.

Our services include:
 

Integrated wealth management
Retirement planning
Estate planning
Business planning
Real estate evaluation
Tax planning





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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