Brian earned his Bachelor of Science in Business Administration from California State University, San Marcos and brings over 30 years of experience in the financial services industry. He has worked with several top firms, including Charles Schwab, H&R Block, and TD Ameritrade, developing a strong financial background that equips him to navigate any investment environment. Brian joined LFA in 2006, where he focuses on portfolio research and constructing client portfolios tailored to help meet their individual goals.
Brian enjoys his life's activities outside LFA. He is a music enthusiast, playing a very mediocre guitar but loving every moment of it. A sports enthusiast at heart, he finds time on the golf course especially therapeutic. Brian, along with his wife and two sons enjoy beach activities, cooking, music, and traveling with friends, making the most of life's adventures.
LPL Registered Representative | CA Insurance Lic# 4345930