Discover the potential of an informed perspective.
7Summit Advisors combines data with insight, ideas with experience, to craft the most advantageous plan.
Our Services
We’ll help you manage your financial portfolio and these types of investments.

Exchange-Listed Stocks

Foreign Stocks and Bonds

Corporate Bonds

Municipal Bonds

Mutual funds and ETFs

United States Government Bonds

Private Debt Funds

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

Families
We help families and family‑owned businesses.

College and Professional Athletes
We can help protect income earned early in an athlete’s career.

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

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

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