Cannon Beach Financial Advertise

At Cannon Beach Financial Advisors, we believe that every individual's financial journey is unique and deserves a personalized approach. Our team of experienced advisors is dedicated to helping you build a secure financial future. With over twenty years of combined experience in financial services, we have the expertise to guide you through life's financial milestones, from saving for retirement to planning for unexpected events.

Our Approach

We take an integrated look at your lifetime financial goals and investment portfolios, ensuring that every decision aligns with your values and aspirations. Our focus on client needs drives our approach, and we operate with discipline and professionalism to ensure your financial security. Whether you're just starting out or nearing retirement, we'll work closely with you to create a customized plan tailored to your needs.

Meet Our Team

Our team is comprised of experienced professionals with diverse backgrounds and a passion for delivering exceptional customer service. Junmin Chang, our Principal, brings over 20 years of experience in the financial services industry, including years in the high-tech industry. Gregory Rogers, also a Principal, is a Certified Financial Planner with over 20 years of experience in the financial services sector. Together, they lead a team dedicated to helping clients achieve their financial goals.

Locations

We have offices in San Ramon, CA, San Jose, CA, and Brookline, MA, making it convenient for you to meet with us in person. Whether you're located on the West Coast or East Coast, we're here to help.

Services

Our comprehensive services include financial planning and portfolio management. We can help you with everything from setting up a savings plan to managing your investment portfolio. Our goal is to empower you with the knowledge and tools you need to make informed financial decisions.