Kevin Alexander Chang

MAK Financial Services LLC (MAK Financial) is a wealth management firm and SEC-registered investment advisor headquartered in Sacramento, California. The firm was founded by Michael Genovese and Lon Burford in 1987 as Genovese Burford & Brothers Wealth and Retirement Plan Management LLC. They are wholly-owned by CapFinancial Partners LLC, ultimately owned by CapFinancial Holdings, Inc. MAK Financial provides wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to fiduciaries of corporate retirement plans.

Part of Edelman Financial Engines LLC, The Smart Investor is a company that provides financial planning and investment management services. The company is based in Roseville, CA. The company was founded by Allan Henriques. The Smart Investor was acquired by Edelman Financial Engines LLC on August 01, 2022.