Brian Kurlan

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 towards their financial goals. With over 30 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 my clients in working towards their short and long-term financial goals. Whether you would like to build personal wealth or plan for retirement, I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy that will help you work towards achieving your financial goals.

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Wedbush Next

Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.

With Wedbush NEXT clients can:

• Open a Wedbush NEXT spend account
• Set and manage savings goals
• Access curated automated investing portfolios

To get started, use your mobile phone to scan the QR Code below. If you're already on your phone, just tap the Code!

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