Alan K. Chuang, CFP^®

CFA, CPA

Portfolio Manager

TwoTalents Capital Management

155 N. Lake Ave, Suite 800
Pasadena, CA 91101

FINANCIAL ADVISOR'S WEBSITE

www.twotalents-asn.com

(626) 993-6775

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

$100,000

Investable Asset Minimum

$300,000

General

Alan Chuang is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at TwoTalents Capital Management in Pasadena, CA and the surrounding communities.

Financial Advisor Overview

Our desire is to understand the family’s current financial situation and future goals for their investments. Building a tailored portfolio of investments that would best meet those goals given the particular conditions relevant to the family. We recognize the critical importance of investment performance, but our primary purpose is to achieve this performance while also delivering services and solutions that make our clients’ financial lives easier. Our objective is to have our clients think three things about TTCM: They exceeded my expectations; They made my life easier; and They’ve earned my trust.

Financial Advisor Experience

Alan K. Chuang, a Chartered Financial Analyst charterholder, Certified Financial Planner practitioner, and Certified Public Accountant, has been involved in the finance industry for over 15 years. After graduating from U.C. Berkeley’s Haas School of Business he spent several years working for Ernst & Young LLP, auditing the financial statements of Fortune 500 companies. To round out his business studies, he received his Masters of Business Administration with a focus on marketing and corporate strategy from the University of Michigan’s Ross School of Business. With a desire to apply the knowledge he gained in practical applications and spreading his entrepreneurial wings, he acquired and operated an independent franchised business, quadrupling its value in five years. The sale of that business provided the capital to begin a small hedge fund focused on small cap stocks and provided the initial platform in developing his research philosophy. Pursuing an opportunity to broaden his investment knowledge and financial planning skills for individual investors, he joined an investment management firm for several years, where he served as portfolio manager for over $100 million in client assets. That experience also allowed him to refine his financial planning knowledge in serving the unique needs of clients from diverse professions (business owners to medical professionals) and stages of life (those starting their careers to those already in retirement). However, realizing his vision for client service was not being fulfilled he returned to operating independently within the firm TwoTalents Capital Management. Mr. Chuang’s varied investment and business experience and academic background provide a unique set of skills and perspective in serving the investment and wealth management needs of his clients.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Certified Public Accountant (CPA)
Chartered Financial Analyst (CFA)

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Asset Allocation, Estate Planning, Investment Management, Retirement, Stocks & Bonds