As a Certified Financial Planner™ since 2016, Brian built a modern, forward-thinking wealth management practice designed for today’s creatives, entrepreneurs, and professionals. 

Brian specializes in working with individuals in the entertainment industry - executives, business affairs professionals, writers, editors, producers, musicians, managers, and actors. These clients don’t follow a one-size-fits-all path, and neither does he. Brian understands the complexities they face from unpredictable income streams to tax optimization and business planning. He creates personalized strategies that align with their unique careers and lifestyles.

By integrating modern technology and the latest industry research, Brian delivers clear, actionable insights that help clients feel confident in their financial decisions. His approach is built on transparency, creativity, and proactive planning - empowering clients to navigate an ever-changing financial world with clarity and control.

Raised in Temple City, California, Brian completed his undergraduate degree at California State University, Fullerton. He holds a bachelor's degree in Business Administration with concentrations in both Finance and Risk Management & Insurance. Brian also earned his certificate in Personal Financial Planning from UCLA and a CFP, Certified Financial Planner. 

When not working with clients, you’ll find him enjoying family life and soaking in the energy of the game. Whether it's Dodgers, Lakers, Ducks, or 49ers, he has a passion for live sports and cherishes time with loved ones.