Brian is a Certified Financial Planner™ professional and has been working as a Financial Advisor since 1998. Through his academic and professional studies, Brian has learned the art of portfolio design and securities research and analysis, allowing him to provide individualized advice to his clients. In addition to working as a Financial Advisor, Brian is an OSJ Branch Manager responsible for supervising all of our registered representatives trading activities. He has earned a Bachelors of Science degree from California State University, Chico and a Master of Business Administration degree with a concentration in Finance from California State University, Sacramento. He has also earned a Certificate in Financial Planning from Florida State University, a certificate in Advanced Business Studies from California State University, Sacramento, and has been granted the designation of Chartered Retirement Plans Specialist (CRPS®). Brian is a Registered Principal, Municipal Bond Principal, Registered Representative, an Investment Advisor Representative, and a licensed life and disability insurance agent. Outside of the office, he enjoys spending time with his wife and three children and volunteering as a Assistant Scout Master with the Boy Scouts of America.
CA Insurance License #0C68505