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.