Pillar Point Wealth Management
Your Financial Life Partner
Personalized Wealth Managment
Meet George Chang, founder and trusted financial partner
Discover our client-first, holistic wealth management approach
Contact us or begin the financial planning process yourself for free
Pillar Point Wealth Management was founded by George Chang with a simple vision: to offer the kind of attentive, personalized financial guidance he would want for his own family. George brings over 25 years of business experience — previously a Managing Director at Charles Schwab where he spent over 17 years managing solutions that helped individuals and families at every stage of life build, protect, and enjoy their wealth. His background spans small start-ups to large corporations.
George’s approach is rooted in empathy and partnership. As the spouse of a Kaiser Permanente physician and a member of the “sandwich generation” (caring for both children and aging parents), he understands firsthand the challenges faced by physicians, professionals, and busy families balancing career, caregiving, and future planning. This personal perspective shapes every client relationship at Pillar Point: you’re treated as family, never just a number.
George holds an MBA from MIT Sloan and a BA from the University of Pennsylvania. He lives in San Francisco with his wife and two children, and enjoys skiing, scuba diving, running, and cooking.
At Pillar Point, we believe that true wealth management is about more than investments—it’s about helping you clarify your goals, create a plan, and make confident financial decisions so you can focus on what matters most.
We are a fee-only fiduciary firm. This means we’re paid only by you—not by commissions or product sales—so our advice is always focused on your best interests.
As a fiduciary, we’re required to put your needs first, with transparency about how we work and what you pay
We treat every client like family, offering comprehensive guidance shaped by real-world experience with the unique needs of physicians, professionals, families, and those navigating major life transitions.
Our disciplined, research-driven process keeps an eye on the road ahead, so you don’t have to. We help you make informed choices and stay on track.
You’ll know where you stand and what comes next. Together, we create and implement a financial plan tailored to your goals, adapting as life evolves to keep you moving forward.
If you're not ready to schedule a meeting, but would like us to reach out via email
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