Peter Chang is affiliated with Kinstead Wealth Management LLC and has over 46 years of combined experience in business and banking, including 14 years at Royal Business Bank and 32 years at Sunshine Paper. He began his current role at Kinstead Wealth Management in 2026. Kinstead Wealth Management LLC is a state-registered investment adviser providing discretionary portfolio management, financial planning, and retirement plan consulting services. The firm emphasizes ERISA pension consulting and offers planning services through hourly and fixed-fee arrangements.

William Chau is a financial advisor at Kinstead Wealth Management LLC in Santa Rosa, CA. He holds the CFA® designation along with Series 63 and Series 65 licenses. Chau has experience working at Hyundai Capital America since 2014 and joined Kinstead Wealth Management in 2026. Kinstead Wealth Management LLC provides discretionary portfolio management, financial planning, and consulting services for individual investors. The firm also offers retirement plan consulting, including ERISA 3(21) advisory support and discretionary 3(38) investment management, with an investment approach that incorporates client objectives, fundamental and technical analysis, and a variety of strategies including options and derivatives.

Paul Cocking is affiliated with Kinstead Wealth Management LLC in Santa Rosa, CA. He has one year of experience as a financial advisor and previously worked for the County of Sonoma for four years before retiring in 2019. Kinstead Wealth Management LLC is a state-registered investment adviser that provides discretionary portfolio management, financial planning, and retirement plan consulting services. The firm focuses on customized client asset allocation using fundamental and technical analysis and offers ERISA pension consulting along with employee participant education.