Annie Chang founded East West Legacy Wealth to create a more personal and relationship-driven wealth management experience for clients with significant financial complexity.

Prior to founding the firm, Annie built her career at Morgan Stanley, advising affluent and multigenerational families. She also holds the Certified Divorce Financial Analyst® (CDFA®) designation, with a particular passion for helping women navigate major financial transitions with greater clarity and confidence.

Annie believes sophisticated wealth management should feel both strategic and personal. She works closely with clients and their other professionals to help coordinate the many moving parts of wealth, while keeping each client’s family, values, and long-term goals at the center of the process.

As an entrepreneur and mother of three, Annie understands the importance of financial independence, flexibility, and creating a legacy with intention.