40 Under 40
(2022)
Ranked #8 on
Forbes Top RIA List
(2023)
#5 Independent Advisor in 2023
(#1 in 2017-2020, 2022)
40 Under 40
(2023)

Brian Chang, CFA, CFP®

Senior Wealth Advisor

Start Date
Industry: 2009
KAR: 2021
Education

B.S., Business Administration
University of California, Berkeley

Prior Work Experience
  • Private Wealth Manager –
    Creative Planning
  • Wealth Advisor – Halbert Hargrove
Certifications and Credentials
  • CFA Charterholder
  • Certified Financial Planner®
Recognition:
  • 2023 40 Under Under 40, Irvine Chamber of Commerce
  • 2022 40 Under 40, InvestmentNews
  • Featured multiple publications including Barron’s Advisor, Financial Advisor, Wealthmanagement.com, and Citywire
40 Under 40
(2022)
Ranked #8 on
Forbes Top RIA List
(2023)
#5 Independent Advisor in 2023
(#1 in 2017-2020, 2022)
40 Under 40
(2023)

What Do You Enjoy Most About Your Job?
Becoming a Wealth Manager has been my life-long goal and I am very fortunate to be able to work with my clients. I enjoy learning about everyone’s unique situation and developing strategies to help them accomplish their goals. It means the most to me when my clients tell me that they trust me and feel confident in their future. In fact, one of the best compliments that stuck with me over the years is that I bring a calm presence to wealth management.

What Do You Enjoy Most About Working at KARWA?
I love the team-oriented environment! We are extremely proud of our honest, cooperative, and transparent culture and everyone has a significant role in shaping this culture. I am constantly in awe of everyone’s knowledge, expertise, friendliness, and willingness to help each other and to help our clients succeed. I’m grateful and proud to be working with everyone here.

 

 

What Do You Hope to Achieve For Your Clients?

I hope to help them reach their financial goals in life and give them peace of mind along the way. I believe that by combining our investment strategy with our wealth management advice, my clients will never have to worry about money again.

 

What Are You Involved in Outside of Work?
When I’m not spending my weekends teaching CFP courses at UC Irvine, you will find me with my wife and daughter as well as our Shiba-Inu, Friday.  I enjoy spending time with family, gardening, traveling, and staying active.

 

InvestmentNews 2022 Class of 40 Under 40: KAR makes no warranty as to the accuracy or reliability of the information contained herein. KAR has not paid fees to the award sponsor to obtain the award. The firm has paid a fee to license use of the InvestmentNews 40 Under 40 logo.

 

Forbes 2023 Best-In-State Wealth Advisors: The Forbes 2023 Best-In-State Wealth Advisors ranking was issued in April 2023 and covers the year 2023. KAR has not paid a fee to participate in the rankings and has not paid fees for a license to reprint and distribute the results of the rankings.

 

Barron’s “Top 100 Independent Advisors”: The Barron’s “Top 100 Independent Advisors 2023” was given in September 2023 and covers the year 2023. KAR has not paid a fee to participate in the rankings but has paid fees for a license to reprint and distribute the results of the rankings.

 

Greater Irvine Chamber of Commerce 2023 40 Under 40: The Irvine Chamber of Commerce 40 Under 40 awards were announced in September 2023 and cover the year 2023. KAR has not paid fees to the award sponsor to obtain the award or to license use of the logo.

 

This information is being provided by KAR for illustrative purposes only. Information contained on this site is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.  The information provided here should not be considered to be insurance, legal, or tax advice and all investors should consult their insurance, legal, and tax professionals about the specifics of their own insurance, estate, and tax situations to determine any proper course of action for them. KAR does not provide insurance, legal, or tax advice, and information presented here may not be true or applicable for all investor situations. Additional information about KAR’s services and fees may be found in KAR’s Part 2A of Form ADV, which is available upon request or can be found at https://kayne.com/wp-content/uploads/ADV-Part-2A.pdf.

Contact Brian Chang, CFA, CFP®

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