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Brian Kurlan
Independent Financial Advisor
Biography
As a Wedbush Securities Independent Financial Advisor, I am dedicated to serving my clients and the La Jolla community. I believe my clients come first and work to protect their financial well-being. With over 23 years of experience in the securities industry, I am committed to using my experience and knowledge to educate my clients to make informed investment decisions.
I also develop personalized investment strategies, to assist clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy that will help you achieve your financial goals.
Contact me for a complimentary portfolio review or to learn about building a portfolio to grow your financial success.
SPECIALIZATIONS
- Alternative Investments
- Annuities and Insurance
- Asset Management
- Financial Planning
- Mutual Funds
- Retirement Planning
- Stocks and Bonds
- Wealth Management
Credentials
- Certified Public Accountant
- Holds his Series 7, 55, & 66 licenses
- California State Life Insurance license #0C90391
- BS Degree in Accounting, Minor in Business - State University of New York, Albany Business School