UBS Financial Services
46yrs
Top advisor by experience in Walnut Creek
26yrs
John Chang
Financial advisor at Bluespring Wealth Management
John Chang has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Walnut Creek, California. After less than a year at Capital Planning Advisors and three years at Bedell Frazier Investment Counselling, John joined Bluespring Wealth Management in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 1115 advisors with offices in Walnut Creek, and one of 1005 fiduciaries.
At a glance
Experience26 years (since 2001)
How that compares ?Top 20% by experience at Bluespring Wealth Management
Office200 Pringle Avenue Suite 555, Walnut Creek, CA 94596
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.57 million
Advisors at the firm46
States licensed ?1 state
Services through Bluespring Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- May 2026 – nowBluespring Wealth Management, LLCCurrent firm
- Mar 2026 – Jun 2026Capital Planning Advisors LLCPreviously
- 2022 – 2026Bedell Frazier Investment Counselling, LLC.Previously
- Mar 2012 – Apr 2012Stifel, Nicolaus & Company, IncorporatedPreviously
- 2007 – 2012Thomas Weisel Partners LLCPreviously
- 2003 – 2007Wells Fargo Clearing Services, LLCPreviously
- Sep 2002 – Jul 2003Prudential Equity Group, LLCPreviously
Contact John
200 Pringle Avenue Suite 555Walnut Creek, CA 94596Office · Get directions Firm main line(737) 443-2122Headquarters: Bluespring Wealth Management · Austin, TX Firm websitewww.bluespringwealthcalifornia.com
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Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call Bluespring Wealth Management at (737) 443-2122 and ask for John Chang. John works from the Walnut Creek, CA office.
How long has John been a financial advisor?
John has been in the industry since 2001, about 26 years. Top 20% by experience at Bluespring Wealth Management.
What licenses does John hold?
Series 65, Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Bluespring Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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