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Welcome to the
Irvine, Von Karman Ave FirstSun Advisors Office
Address:
18101 Von Karman Ave., Suite 700
Irvine, California 92612
Who We Are
FirstSun Advisors is a relationship-focused Registered Investment Adviser (RIA) that delivers sophisticated wealth advisory, investment management, legacy planning, and philanthropy services tailored to each client’s unique goals and circumstances.
For more than 30 years, our approach has centered on understanding what matters most to our clients and helping them make informed financial decisions through every stage of life.
As part of Sunflower Bank’s Private Wealth team, we provide FirstSun Advisors clients with access to a full suite of financial solutions, including trust and fiduciary services, commercial lending, mortgage, and personal banking. By bringing these services together, we help simplify our clients’ complex financial lives while delivering a seamless experience.
Services Offered in Irvine, California:
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Building wealth is only part of the journey. Preserving it, managing it thoughtfully, and transferring it effectively can require a coordinated strategy. We help clients navigate life's financial complexities through integrated planning that considers their goals, family dynamics, resources, and long-term priorities.
Our guidance extends beyond financial planning to include legacy and succession considerations that can help families and business owners prepare for the future. By combining strategic planning with a long-term perspective, we help create a framework designed to support both current needs and future generations.
Learn More about Wealth Planning -
We build and manage investment portfolios tailored to your goals, risk tolerance, and long-term financial objectives. As fiduciaries, we are committed to acting in your best interest, providing objective guidance, disciplined oversight, and personalized investment strategies designed around your unique needs.
Our portfolio management approach emphasizes strategic asset allocation, thoughtful risk management, and ongoing monitoring. Guided by our investment committee, we continuously evaluate market conditions and portfolio positioning to help keep your investments aligned with your evolving financial goals.
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Create a lasting impact through thoughtful charitable giving strategies designed around your values and objectives. We help establish and manage private foundations, donor-advised funds, and other charitable vehicles while providing guidance on grantmaking, governance, and long-term philanthropic planning to maximize both personal fulfillment and community impact.
Learn More about Philanthropy
Meet Our Team
Investment advisory services are offered through First Foundation Advisors, an SEC-registered investment adviser. FirstSun Advisors is a tradename used by First Foundation Advisors as it works to integrate names following its merger into the FirstSun Capital Bancorp family of brands. Registration with the SEC does not imply a certain level of skill or training. Investments and insurance products are not FDIC-insured, are not a deposit or other obligation of, or guaranteed by the bank or an affiliate of the bank, are not insured by any federal government agency and are subject to investment risks, including possible loss of the principal amount invested. FirstSun Advisors is a wholly owned subsidiary of FirstSun Capital Bancorp.