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.
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.
Catherine Theisen at Wedbush Securities is dedicated to providing an integrated, unbiased, solution-oriented approach to her clients' wealth management needs. Through her processes, she identifies solutions to preserve, control and manage wealth, then integrates all aspects of her clients' financial needs into a cohesive, risk adjusted, investment plan.
For her plan sponsor and trustee clients, who have the legal responsibility of managing assets on behalf of others, she provides guidance in procedural prudence so fiduciaries can meet the Global Fiduciary Standard of Excellence demanded by UPIA (Uniform Prudent Investor Act) and ERISA. Properly designed processes help fiduciaries effectively fulfill their duties under the law and avoid potential liabilities.
With over 40 years of experience as a Financial Advisor, I am dedicated to serving your financial needs and helping you meet your immediate and long-term goals.
I believe that having an understanding of my client’s unique financial situation and future vision is key to selecting appropriate investments. I build long-term relationships with clients based on a prudent approach to investing and a commitment to customer satisfaction.
From 1970 to 1982, I served as First Vice President of a major California investment banking firm and in 1982, I established First Wall Street Corp. in La Jolla, California. In 2008, Wedbush Securities, the largest securities firm and investment bank on the West Coast, acquired the assets of First Wall Street Corp.
Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.
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.
For many investors, the financial turmoil of the last decade has eliminated years of savings, dashed hopes for retirement, destroyed confidence in the markets, and increased fears of government change and intervention. While the market has returned to pre-crisis levels, questions still remain about the sustainability of the recent rally.
My goal is to help investors regain control of their financial portfolios by providing an inexpensive, easy to understand, rules-based approach to money management supported by years of academic research.
Over the past eight years I have collected and tested market data in order to develop investment strategies that attempt to achieve positive returns while reducing market risk through valuation-based technical analysis. These strategies can be tailored to your individual goals, time horizon, and risk parameters.
In my educational forums I attempt to dispel investment myths and provide analytical information that is not widely provided to individual investors. I seek to demonstrate:
- How to increase your chances of beating the indexes.
- Why forward P/E ratios can be misleading and often detrimental to your portfolio.
- Why asset allocation is not sufficient in providing risk management.
- How dividend growth can help provide lifetime income and inflation protection.
- The market has historically provided exit signals that avoided many of the major meltdowns.
- Why rising dividends support capital growth.
- Ways to attempt to determine which sectors are poised to outperform the market.
I am confident that I can provide you with useful education about investing tools that can help you take control of your investments and enable you to make better decisions with your money.
Background:
- Over 15 Years of Experience in the Securities Industry
- Believe in using technical applications to help reduce volatility and determine sector/asset reallocation
- Client first philosophy
- Deep understanding of the needs of medical professionals and small business owners
- Exceptional personal service
- Designation of Accredited Asset Management Specialist from the College For Financial Planning
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 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.