Brian has been successfully providing financial advice and superior service to his clients since 2014.
Brian’s goal is to help his clients secure a financial future with a client-focused comprehensive plan approach. Brian has the resources, education and knowledge to help his clients develop and implement a sound financial strategy that will provide an opportunity for them to enhance their financial situation.
To stay on top of his field and develop his professional skills, Brian attends industry training and certification programs. This includes completing the curriculum and passing the exams as well as completing ongoing continuing education for the:
CERTIFIED FINANCIAL PLANNER™ professional (CFP®)
Brian strives to maintain the highest educational and ethical standards and has obtained the following registrations:
- FINRA Series 7 Securities
- FINRA Series 66
- Life/Accident/ Health Insurance License
Brian graduated from the University of St. Thomas with a Bachelor of Arts degree in Finance.
Brian is thankful for the privilege of working for you and your continued support and business!
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
California Insurance License #: 0L80785