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Brian Chang, CFA, CFP®, CMT® Senior Wealth Advisor

Get in touch

Newport Beach, CA

bchang@kayne.com
(800) 231 7414

LinkedIn
Awards

Highlights

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
  • Featured multiple publications including Barron’s Advisor, Financial Advisor, Wealthmanagement.com, and Citywire
Fun Fact
I started learning about investing when my best friend in high school told me he got his new car with profits from trading. Decades later I found out he got it from his parents, but I was already hooked.
Q: What Do You Enjoy Most About Your Job?
A: 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.

Q: What Do You Enjoy Most About Working at KARWA?
A: 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.    

Q: What Do You Hope to Achieve for Your Clients?
A: 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 have more opportunities for building their wealth and achieving success.

Q: What Are You Involved in Outside of Work?
A: 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.
More from Brian and KAR
News
Financial Planning Highlights Thomas Pontius on Connecting with Gen Z Investors The AI Craze is Making These Quality Stocks More Affordable The Financial Considerations of Becoming a Law Firm Partner Spuds Powell Shares Career Reflections on Barron’s Advisor Focusing on Quality in Volatile Markets
Insights
Video
June 8, 2026 | by Brian Chang, Thomas E. Connaghan and Andrew P. Grant
Concentrated Stock Solutions: A Planning First Approach
Video
December 22, 2025 | by Andrew P. Grant, Brian Chang and Darnel J. Bentz
Beyond Stocks and Bonds: A Conversation on Alternative Investments
Video
April 22, 2024 | by Brian Chang and Adam Xiao
An Inside Look: KAR Thematic Quality Strategy
Q&A with Portfolio Manager Adam Xiao
Article
February 9, 2024 | by Brian Chang
8 Financial Resolutions for the Lunar New Year
Article
October 20, 2026
Following the AI Trade

*If you have any questions regarding a particular professional’s credentials or for more information regarding each credential’s requirements and qualifications, please contact KAR to receive a copy of your professional’s Form ADV Part 2B.