Passionately driven to educate and empower clients of all ages and places in life, Brian’s fundamental - and very heartfelt - mission is to educate youth on financial management as an essential life skill.
Brian believes that financial planning is a lifelong process. He is dedicated to helping his clients create adaptable financial plans to support them through the many changes life brings. He treats his clients like family and brings them into the fold for both practical education and encouragement.
Known for doing his best work on a deadline, Brian always strives to deliver accountability and integrity. He brings balance to the entire team, deftly using each member’s strengths to help make them even more successful in addressing client needs to the fullest.
Brian graduated from the University of California, Santa Barbara with a Bachelor’s Degree in Finance. In addition, he holds the designation of Certified Mutual Fund Counselor® (CMFC®).
Brian and his wife, Mimi, have two very active boys, Brian Jr (BJ) and Jordan (Jojo). Together they enjoy sports and outdoor activities and are heavily involved in the youth sports programs in their communities.
(08/20)