As a fiduciary, Brian does not sell any financial products or take commissions.
Brian has worked in the financial services industry for nearly a decade in financial planning roles.
As a CFP® professional in Los Angeles, CA, Brian’s approach is to get to know each client, develop a financial plan and tailor investment management solutions to meet their unique situation.
To become a CERTIFIED FINANCIAL PLANNER™, one must earn a bachelor’s degree, complete a CFP Board registered education program, sit for the CFP® exam, demonstrate three years or more of full-time relevant financial planning experience and adhere to CFP Board’s ethical standards.
When Brian isn’t customizing financial plans and tailoring investing strategies, you can find him traveling with his wife, searching for the best barbecue and working to improve his Charles Barkley golf swing.