Brian Kurlan

Financial Advisor

Independent Franchise Owner Network

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 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 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

Mission Statement