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Colbert Chang, CFP®, CWS®, AAMS®, AWMA®

Private Wealth Advisor
Phoenix, AZ

Colbert Chang is a Private Wealth Advisor for the Private Wealth division of Ronald Blue Trust and serves his clients out of the branch office in Phoenix, Arizona.

As a CERTIFIED FINANCIAL PLANNERTM certificant and an experienced wealth advisor to individuals, families, and businesses, Colbert uses his objective perspective to help clients make wise financial decisions, live generously, and leave a lasting legacy. His goal is to help those he serves have the clarity and confidence to focus on the things that matter most to them. Colbert and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.

Colbert began working in the financial services industry over 25 years ago in New York City as an Analyst for major investment firms including Dreyfus, Scudder Funds, and Dean Witter. He moved to Arizona in 1996 and embarked on an 18 year career with Charles Schwab & Co. serving in various roles including Investment Specialist, Active Trader and Institutional Management, and as a Portfolio Manager serving high net worth individuals through Schwab Private Client. Most recently, Colbert partnered with high net worth medical and academia clients of TIAA CREF as a Wealth Management Advisor providing holistic financial planning and sound investment advice.

Colbert Chang graduated from Hofstra University in Hempstead, NY in 1990 with a Bachelor of Business Administration degree in Accounting. In 1995 he graduated summa cum laude from St. John’s University in Jamaica, NY obtaining his Master of Business Administration degree in Finance.

Colbert is an active member of his local church where he is a security team leader. He is also involved in a foster care ministry and has taught classes on personal finance.

Colbert and his wife, Stephanie, currently live in Phoenix, Arizona.

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