Raised in Seattle, Washington, Brian focuses on individuals’ approaching retirement and assisting retirees with wealth transfer and accumulation strategies.
Another primary focus is establishing and facilitating 401(k) benefit plans for companies in the Southern California area as well as facilitating Long Term Care solutions for families.
Brian is the Senior Manager at the firm and is a Chartered Retirement Plans Specialist from the College of Financial Planning as well as earning a Certificate of Completion in Financial Retirement Strategies from the prestigious Wharton School of Business at Pennsylvania University. He also carries securities licenses 6, 63 and 26.
Additionally, Brian is also a Woodbury Financial six-time Bronze Eagle award winner and seven-time Master Council recipient with Prudential Financial.
Further, Brian has also received multiple commendations from the Mayor of the City of Pico Rivera, a certificate of congressional recognition from Congress, a certificate of recognition from the 58th District State Assembly and many other acknowledgements for countless hours of dedication to the community.
Brian has over 25 years of management experience and is a multi-state insurance licensed investment professional.
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CA Insurance License #OC91261