Brian joins Global Wealth Partners Inc® as a Founding Partner to continue his role as a CFP® with enhanced capability and flexibility. His 17 year financial planning practice has the emphasis of wealth preservation for affluent investors and structured income planning for those approaching or currently enjoying retirement. One of Brian’s principal roles throughout his career has involved financial education in the corporate work place. He continues his “education first” style with individual clients to cultivate an environment of transparency and trust that carries through planning relationship.
Brian lives in Pleasanton with his wife Sara and sons Brendan and Cameron. He is a vintage racing enthusiast and most commonly can be found on the sidelines or stands of a sports park with Sara cheering for their boys in their competitive athletics.
Check the background of this investment professional on FINRA’s BrokerCheck.