Chase Sandera, CFP® works with a diverse range of clients nationwide—including business owners, executives, and creatives—to deliver comprehensive wealth planning and investment strategies tailored to their unique goals. He and his team are committed to guiding clients through every stage of life, helping them plan for major financial milestones and navigate complex financial decisions with clarity and confidence. When appropriate, Chase collaborates closely with accountants, estate planners, legal counsels, and other key stakeholders to optimize every aspect of his client’s financial situation.

Chase and his team are happy to offer a complimentary, confidential wealth consultation for any prospective client. These strategic consultations cover investments, liabilities, cash flow planning, retirement planning (including 401(k) and cash balance plans), tax planning strategies, estate planning strategies, insurance reviews, entity structure planning, and business/exit planning.

Chase brings a strong background in serving high-net-worth individuals and families, having worked at several wealth management firms managing over $1 billion in assets under management. He earned his CERTIFIED FINANCIAL PLANNER® certification through UCLA Extension and is registered with FINRA Series 7, 63, and 65, and holds Life, Accident, Health, Variable Life, and Variable Annuity Insurance licenses. Chase’s work is guided by trust, care, discipline, and a passion for helping others.

A Manhattan Beach native, Chase loves spending his time outdoors and by the ocean. His hobbies center around surfing, hiking, reading, and enjoying the company of his family and friends.

CA Insurance License #0L42078. Resident: CA.

Sang Hong is a senior fiduciary strategist, executive director, with Wells Fargo’s Wealth & Investment Management division located in Los Angeles, California. She guides high net worth individuals, families, and business owners through the trust, legacy, and business succession planning process. She thoughtfully helps clients define and prioritize their goals, and then guides them through the implementation, administration, and wealth transition events in a way in which they can provide for the people and causes they care most about.

She works in collaboration with internal and external advisors and fiduciary specialists to understand, analyze, advise, and evolve relationships. Through active listening, Sang helps identify the unique needs of each client, and then leverages the specialized capabilities and resources provided by Wells Fargo Bank Trust Services to create a wholistic experience for each client.

Prior to joining Wells Fargo Bank in 2009, Sang was a senior trust officer at U.S. Trust, Bank of America Private Wealth Management in Los Angeles, Palm Desert and San Diego, CA for 12 years, where she specialized in trust and estate settlement administration. She has been in the financial services industry for over 26 years.

Sang holds a Juris Doctorate degree from the American College of Law (not currently practicing), a Master of Business Administration degree from California State Polytechnic University, and a Bachelor of Arts degree from the University of California, Santa Barbara. She holds the Certified Trust & Fiduciary Advisor professional designation. She is a member of the Beverly Hills Bar Association, Trusts & Estates Sections; Los Angeles County Bar Association, Trusts & Estates Section; Pepperdine Estate Planning Network.