James Chang, CFP®, CRC®

James Chang, CFP®, CRC®

CEO & Co-Founder

Phone: 301-881-9888 ext. 101
Mobile Phone: 301-802-7754
E-mail:

 

James is the CEO & Co-Founder of Acacia Financial Advisors, LLC. He is a seasoned financial planner engaged in the area of investment planning, retirement planning, insurance planning, estate planning, and college planning. James’ mission is to provide his clients with customized financial strategies that will help reach each individual’s financial goals.
 
James earned his Ph.D. from The University of Texas Southwestern Medical Center at Dallas, and MBA from The University of Phoenix. He is a Certified Financial PlannerTM and a Certified Retirement Counselor® professional. He is a Registered Principal and Investment Advisory Associate with Ameritas Investment Corp., a member of FINRA/SIPC.
 
James holds the Million Dollar Round Table membership for years. He has been recognized as a member of the President’s Club and Leader’s Court by UNIFI Companies - a reflection of outstanding performance and unparalleled dedication to client services. He is an active member of Financial Planning Association.
 
James is actively participated in the community services. He is the Coordinator of Overseas Compatriot Affairs Commission, the Treasurer of the Green Earth Foundation of the Greater Washington DC, and the Director and the immediate President of the Taiwanese Chamber of Commerce of Greater Washington DC. He was the President of Gaithersburg Chinese School and the Fu-Jen University Alumni Association for Greater Washington, DC; the Treasurer of the Montgomery Coalition of Adult English Literacy (MCAEL); and the Vice President of the Chinese American Professional Association.