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Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Leslie Chang  Complex Director

    Leslie Chang

    Executive Director

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV
    • WY

    Leslie Chang is a Market Director at UBS who started in the Wealth Management Industry in 2000.  She has previously held the roles of Assistant Market Head, Market Administrative Officer, Private Wealth Advisor and Client Service Associate. Before joining UBS in 2012, she worked at Morgan Stanley and at Merrill Private Wealth.

    Leslie is actively involved with DE&I efforts at UBS.  Between 2019-2021, she served as the All Bar None Field Connector Co-Chair helping to support the development and advancement of women at the organization.  Between 2020-2022, she served on the inaugural UBS Americas Diversity, Equity & Inclusion Council.  In 2021, Leslie was awarded the Diversity & Inclusion field leader award for the West Division.  Similarly, in 2022 she was recognized as a Leadership Council winner for her DE&I accomplishments. 

    Leslie obtained the Certified Financial Planner designation in 2010, became a CFA Charterholder in 2019 and received the Certified Private Wealth Advisor designation in 2020.  She graduated with a Bachelors in Psychobiology from UCLA and has an MBA degree with a concentration in Finance from the USC Marshall School of Business. She enjoys teaching and has taught Accounting and Finance at her alma mater UCLA. 

    Leslie lives in La Cañada Flintridge with her husband and their two daughters.  She is passionate about education and volunteers her time as a Trustee of the La Cañada Flintridge Educational Foundation Endowment.  

      • USC Marshall School of Business, MBA: 2003 - 2005
      • UCLA, B.S.: 1995 - 1999
      • Certified Private Wealth Advisor
      • Chartered Financial Analyst®
      3030 Old Ranch Parkway
      Suite 300
      Seal Beach, CA 90740

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