Brandon Chang is a wealth advisor at Sun Group Wealth Partners, working with a select group of high-net-worth individuals, business owners, and families who require a more sophisticated, tailored approach to managing their wealth.

As Founding Partner and Director of Investments, he leads the firm’s investment strategy, overseeing portfolio construction, risk management, and long-term capital allocation. With industry experience dating back to 1999, Brandon brings a seasoned, disciplined perspective to managing complex wealth—structuring portfolios around each client’s objectives, tax considerations, and evolving needs.

His practice is intentionally focused and referral-driven, allowing for a higher level of discretion, access, and ongoing strategic oversight. Clients rely on Brandon not only for investment management, but for clear judgment and decisive guidance across all aspects of their financial lives.

Prior to founding Sun Group Wealth Partners, Brandon was affiliated with Morgan Stanley Smith Barney, where he earned one of the firm’s highest honors for professional standards and client service.

He holds a Bachelor of Science degree in Biology from UCLA and maintains Series 7, 31, 63, and 65 securities registrations through LPL Financial.

Based in Orange County, he works with a select group of clients across the United States.