Brian’s devotion to helping people is what has driven him throughout his career. A career with more than a decade of experience in financial advisement, planning, and management. It is his diversified experience that has shaped his approach to wealth management. This knowledge along with his commitment to understanding every client’s needs ensures a unique experience for both clients and businesses looking to plan for their future.
The advisor to client relationship is extremely important for Brian’s business as he believes investment decisions should be driven by more than just risk tolerance or suitability but by a sound financial plan that is specific to each client’s goals and values.
Outside of his career as a financial advisor with HBW, Brian has owned multiple businesses as both a sole proprietor and corporate executive. He continues to provide business consultations and mentorships via a referral only basis. As a former educator, Brian has taught at multiple universities and developed certification programs for multiple organizations. A father of four children, Brian understands the importance of planning for the future and protecting what matters most.
Brian comes from a family of educators as his parents were public school teachers in the Sacramento area for more than 25 years. Their influence lead him to obtain his BA and MA from California State University, Chico. Beyond his studies at CSU, Chico, Brian has also attended colleges in San Diego, Sacramento, and Arizona. He nearly completed his PhD in Health and Community Wellness at Arizona State University before shifting his career focus towards business ownership and financial advisement. Beyond his formal education Brian has also completed workshops and certifications in Leadership and Business Development, holds a California Life and Health Insurance license, along with being a Notary Public.
Getting to Know Brian
When Brian is not working he enjoys spending time with his children and volunteering in his local community. As a previous collegiate athlete he has continued his love for physical fitness and participates in various outdoor and indoor activities. Brian has a love for history, documentaries and traveling to new places. His splits his time between offices in Northern and Southern California and considers San Diego home. He looks forward to adding to his passport and spending that time with his family.
Hobbies and Interests: Family, fitness, history, leadership development, documentaries and travel
Bucket List: Learn to play an instrument
Favorite Food: Sandwiches, the kind varies on his mood
Favorite Book: The Traveler’s Gift by Andy Andrews
Place I'd Like to Visit: Italy and Greece are currently top on the list
Favorite Movie: Grosse Pointe Blank or The Adjustment Bureau
Hidden Talent: A photographic memory