NFLPA Registered Player Financial Advisor

Registered Investment Advisor

Clarity · Transparency · Commitment

Discover the potential of an informed perspective.
7Summit Advisors combines data with insight, ideas with experience, to craft the most advantageous plan.

About

Standards

Team

@7summitadvisorsTwitter Updates

Process

Portfolio

Culture

Blog

Market Commentary

Our Services

We’ll help you manage your financial portfolio and these types of investments.

stock market chart

Exchange-Listed Stocks

international stock markets

Foreign Stocks and Bonds

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Corporate Bonds

municipal construction worker

Municipal Bonds

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Mutual funds and ETFs

US dollar bill

United States Government Bonds

financial graphs

Private Debt Funds

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Real Estate Investment Trusts (REITs)

Types of Accounts

  • Trusts
  • Individual and Joint Taxable
  • Custodial
  • Traditional / Rollover IRAs and Roth IRA
  • SIMPLE IRA, SEP IRA, Individual 401k, Self‑Directed 401Ks
  • Employer sponsored retirement plans

We Work with Diverse Clients

House

Families

We help families and family‑owned businesses.

Football, basketball, baseball

College and Professional Athletes

We can help protect income earned early in an athlete’s career.

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Working Professionals

Are you too busy with your career to manage your portfolio? We can help.

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Institutions

We offer investment management expertise to endowments, pension funds, insurance companies, and SWFs.

Baseball, basketball, football, golf, tennis

Manage and Protect Your Financial Assets

We are experienced in working with those who enjoy a significant increase in wealth early in their careers.  For these clients, strategic investment management is key to a secure future.  Our firm is led by Li Chang, a Certified Financial Planner (CFP®) and an NFLPA Registered Financial Advisor, as well as author of “Looking Ahead,” a financial handbook for young athletes embarking on a professional career.

To request a complimentary copy of “Looking Ahead,” please click the button below:

Get Your Free Copy of "Looking Ahead"

NFLPA Eligibility Requirements for Advisors

The eligibility requirements for advisors include, but are not limited to, the following:

  1. Bachelor’s degree from an accredited university.
  2. Every Applicant shall be a CERTIFIED FINANCIAL PLANNER™ (CFP®) and/or a Chartered Financial Analyst® (CFA).
  3. Minimum of eight (8) years of licensed experience (qualifying licenses include FINRA series licenses, Attorney, CPA or an insurance license).
  4. Fidelity bonding and professional liability insurance coverage as indicated in Section Two II D of the Regulations.
  1. No civil, criminal or regulatory history related to fraud.
  2. No pending customer complaints or litigation at the time of application.
  3. Must not maintain custody of player funds unless deemed a qualified custodian.