“I look forward to serving my clients and working with them every step of the way toward their financial goals”.
As an LPL Financial Advisor Brian’s mission is to help Bay Area families and professionals address their holistic financial planning needs. Brian’s clients can expect to work with someone they trust, and feel assured their best interest is always the top priority. Brian works very closely with clients to develop enduring relationships that transcend beyond the planning process itself. His Specialties include working with mid-career professionals and/or families getting their “financial house” in order as well as late career professionals who are preparing for retirement and planning for their income needs. Focusing on each client’s unique situation, goals, and circumstances Brian designs a tailored financial plan to pursue every client’s needs.
Brian has 11 years of experience in the financial investment industry. After graduating from the University of California Davis with a B.S. in managerial economics, Brian worked at New York Life/NY Life Securities as a Registered Representative for 4 years before moving to FB Financial Services in 2010 where he has been working as a LPL Financial Advisor for the past 2 years. Brian attained his CFP or Certified Financial Planner designation in 2013. Brian is FINRA Series 7, 63, and 65 registered through LPL Financial and is licensed with the California Department of Insurance.
When Brian is not occupied with financial planning he spends most of his time with his wife, Sarah and their son Mack. He enjoys traveling with his family experiencing new destinations, and restaurants. Brian is also an avid sports fan, having been an assistant youth football coach and supporting the bay area sport teams.