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.
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. 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 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.
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.
Brian lives in Simi Valley, CA with his wife, youngest daughter and their Russian blue-tuxedo cat. In his spare time, Brian is also an active member of the USC Alumni Association and the Scotch Malt Whiskey Society. Interests and hobbies include cooking, traveling, reading, strength training, swimming, and rowing.
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!
