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 20 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.
Call Brian Kurlan at (619) 602-8885 or email Brian