Brian Bucell, CFP®

Managing Partner

Brian’s passion for investing and financial planning began at an early age when he set up lemonade stands in his neighborhood and saved nearly every dollar he made. He learned the power of saving early on in life from both his parents and grandparents who also taught him the importance of planning for the future. Brian has taken this knowledge he has learned and developed over the years, and has passionately applied it to the comprehensive financial planning and investment management services he provides to his clients.

While studying at California State University Northridge’s Financial Planning program, Brian interned with a group of advisors at Morgan Stanley Smith Barney to gain firsthand experience in the Wealth Management industry. Upon graduating with his Bachelor’s Degree in Financial Planning and a minor in Marketing, Brian decided to share his obsession with budgeting, saving and investing by turning it into a career. In efforts to provide his clients with a deeper level of knowledge in Financial Planning, Brian obtained his CERTIFIED FINANCIAL PLANNER™ designation at the Pepperdine Graziadio Business School in September 2020.

Prior to co-founding Crestview Capital Management, Brian was an Associate Vice President at Steel Peak Wealth Management, and was previously a Financial Advisor at Lincoln Financial Advisors. His experience at both firms has equipped Brian with the experience and skills to provide guidance and advice to his clients.

Brian takes a holistic approach to growing, preserving, and transferring one’s wealth to continue one’s legacy for generations to come. Never looking at just a single area of one’s financial situation, he focuses on minimizing risk and increasing efficiency in the overall financial picture. He specializes in helping individuals and families in the aerospace, utilities, and healthcare sector. He also specializes in working with small business owners to plan for a successful transition into retirement.

When he has a few minutes to spare, enjoys spending time with his family, Mountain Biking, Ocean Fishing, Surfing, Snowboarding, and Wakeboarding.

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