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.