As a Wedbush Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help protect their financial success. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.
I also develop personalized investment strategies, to assist my 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 designed to help you achieve your financial goals.
Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.
I am a Vice President of Investments in the Ontario office of Wedbush Securities. For over 22 years, I have advised individuals and families on financial and investment issues.
I pride myself on working with you in a straightforward manner, centering on goodwill, simplicity, and quality, not quantity. I am committed to a continuous dialogue that will enable me to help you attain your goals. I know that wealth may come in many ways— through hard work, life changes, or good fortune—but it may also bring uncertainty and anxiety. Because of this, I strive to become your and your family’s partner to help you build the future you desire.
I joined Wedbush in 2015, having worked in the financial services industry for nearly 20 years. For the first 17 years of my career, I was a corporate accountant before joining Crowell, Weedon & Company as a financial advisor in 1995. My leadership and expertise lead the company to extend a partnership invitation to me in 2009. I remained a partner for more than five years, until the firm was acquired by D.A. Davidson. I hold my Series 7, 63, and 66 licenses.
I am a longtime resident of Southern California, and currently live in Walnut, CA. I have been married to my wife, Bonnie, since 1980, and have one daughter and two sons. Outside of work, I enjoy basketball, soccer, and spending time with my grandchildren.
Attentive to assist you in articulating your goals and concerns
Thoughtful in developing strategies and solving complex issues
Strategic to identify opportunities that address both your intermediate and long-term goals
I am a proud longtime resident of Reno, Nevada and have served this community in the financial services industry since 1991. I have been blessed to have a wonderful family and lasting friendships; including some of the same clients I serve. I recreate through personal exercise which includes, resistance training and hiking. I have also developed a passion for the game of golf, which has been a great way to meet people, and has been a great teacher about life's lessons, such as; honesty, perseverance, respect, and integrity. These are lessons by which I live my life.
For over 25 years, Edward Zubow, AIF® has been providing brokerage and advisory services to both private and institutional clients. Whether individual or institutional in nature, Ed's objective is to form a long-term relationship with his clients in an effort to define and accomplish their financial objectives. His practice is founded on the guiding principles of professionalism, trust, character, integrity, and sound investment advice.
Ed has maintained the Accredited Investment Fiduciary, AIF®, designation since 2009. As an AIF®, he provides Fiduciary Investment Advisory services to families, individuals and institutional clientele including: trusts, endowments, not-for-profit organizations and qualified retirement plans (ERISA Trusts). He works closely with Trust Investment Committees to successfully guide Trustees through the complex investment process. Whether assisting in managing the institutional investment process or focusing on a family’s wealth management objectives, Ed will make every effort to thoroughly understand your goals, seek out and evaluate a wide variety of investment choices and recommend those investments with the best potential to achieve your short and long term financial objectives.
Ed obtained his BBA in Finance from the WP Carey School of Business at Arizona State University. In his free time, he enjoys volunteering with multiple community-based, charitable organizations, including the Sun Devil Family Charities and serves as Treasurer for the Arizona Chapter of the National Multiple Sclerosis Society.
Thank you for visiting my web site. I was born and raised in Portland, Oregon. After attending the University of Oregon and graduating from Portland State University, majoring in business and psychology, I moved to California, currently residing in Santa Monica. The events of the 60’s and 70’s (assassinations, war, poverty, etc) moved me to want to make a difference, to improve the quality of life for all people. To that end, I began a career in financial services in 1983 with Dean Witter (now Morgan Stanley) to assist my clients in achieving their financial goals. I left Morgan Stanley in 1997 to join Wedbush Securities, Inc as an Independent Investment Consultant. It is an honor and a privilege to assist my clients in fulfilling their financial goals and objectives. I greatly appreciate the loyalty of clients that have been with me for years as well as new clients via referrals, seminars and my volunteer work in the community. In my free time, I am a Vice President and Member of the Board of the United Nations Association of the USA, Southern California. In addition, I enjoy golf, yoga, bicycling and various personal development seminars.
As a Wedbush Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help protect their financial success. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.
I also develop personalized investment strategies, to assist my 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 designed to help you achieve your financial goals.
Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.
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.
With the complexity of the financial markets and an ever-changing financial planning environment, it takes a considerable amount of investment knowledge, experience and resources to develop and implement a sound financial plan.
Planning Philosophy
I strive to build long-term relationships with clients, by developing and managing customized financial plans that cater to each client's unique and individual needs. Investing without a plan is like driving without a destination. To be successful, it is critical to know where you want to go and to have a plan on how to get there. A customized financial plan provides clear objectives and the most appropriate way to pursue them.
My Business
My business is built upon the relationships I've established with my clients, friends and other professionals. Drawing on my experience, knowledge, insight, wealth of contacts and firm research, I can offer customized wealth management advice and personalized service. I work closely with my clients, and their trusted advisors, to ensure that I have a thorough understanding of their personal and business goals, and that my clients have realistic expectations and a better understanding of the potential risks and rewards inherent in their planning.
Sincere Appreciation
Continuous thanks and appreciation to my clients, family and friends for allowing me to have a career, in which I can continuously help people, whether it's at work or in the community. My clients, family and friends have grown over the years, and they have also helped me to grow as a person and as a professional.
Background
Brian lives in West Hills, California with his wife, two daughters and their mini schnauzer. In his spare time, Brian is active with the USC Alumni Association, St. Mel Middle School, Coast Soccer League, CalSouth Soccer, Barcelona CA Soccer Club, American Volleyball Coaches Association and Rotary International.
Interests and hobbies include reading, strength training, basketball, soccer, swimming, and coaching youth soccer and volleyball.
As a Wedbush Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help protect their financial success. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.
I also develop personalized investment strategies, to assist my 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 designed to help you achieve your financial goals.
Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.