Brian has over 20 years of combined experience working in securities, investment advisory, and retirement services industries. Brian served as both vice president and regional sales director with other national investment advisory and retirement services firms.
Brian is an Accredited Investment Fiduciary (AIF®), certified by the Center for Fiduciary Studies, as well as a Certified Pension Consultant (CPC) and Tax Exempt & Governmental Plan Consultant (TGPC), certified by the American Society of Pension Professionals and Actuaries (ASPPA). He holds a B.S. in Economics & Finance from Bentley University in Massachusetts.
P: (510) 698-1022