Joining First Republic Investment Management in April 2015 with over 12 years of experience working with high net worth and ultra-high net worth families, Mr. Chung works with clients to design their financial, estate, and charitable giving plans. Prior to joining First Republic, Mr. Chung was a Financial Advisor and the Director of Financial Planning at Jackson Financial Management in Orange County from 2007 to 2015. He has also taught as an Instructor in the Personal Financial Planning Certificate program at the University of California, Irvine Extension Program. Mr. Chung started his planning career at Brightworth, LLC in Atlanta, where he designed comprehensive financial plans for Fortune 500 executives.
Mr. Chung earned his Bachelor of Science degree from the Georgia Institute of Technology and a Master of Science degree in Financial Planning from Georgia State University. He is currently completing his thesis for a Masters in Taxation from California State University at Fullerton in Irvine.
Mr. Chung holds the Certified Financial Planner (CFP®), Certified Investment Management Analyst (CIMA®), and Accredited Estate Planner (AEP®) designations. He is also a Level III candidate in the Chartered Financial Analyst (CFA®) program.
Wealth Management Experience: 12 years
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