ContacT US

The material in the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results.Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.  

 

Brian Bucell and Tom McCann are Investment Advisor Representatives with Dynamic Wealth Advisors dba Crestview Capital Management.   All investment advisory services are offered through Dynamic Wealth Advisors. A copy of Dynamic Wealth Advisors’ ADV Part 2A Firm Brochure is available upon written request and can also be found on the Securities and Exchange Commission website at https://adviserinfo.sec.gov/IAPD by searching under crd #151367.  The insurance products offered by Tom McCann and Brian Bucell are separate outside business activities and are not offered through Dynamic Wealth Advisors.

© 2019 Crestview Capital Management, LLC.

29800 Agoura Road | Suite 102

Agoura Hills, CA 91301

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Brian Tel: 805-871-0040

Tom Tel: 805-871-0030

brian@crestviewcm.com

tom@crestviewcm.com

BRIAN BUCELL

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.

Prior to joining Dynamic Wealth Advisors, 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 unparalleled 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, families and business owners in the Utilities, Aerospace, Construction, and Health Insurance fields.

 

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