Brian is responsible for helping his clients align their finances, investments, and taxes with their life goals as well as determine the direction of the firm as part of the Operating Committee and Investment Committee. As a business owner himself, Brian specializes in the wealth management needs of other small business owners as well as lawyers, doctors, executives, and employees of publicly-traded companies, real estate investors, divorcees, widows, and retirees. He earned placement in Forbes’ Best-In-State Advisors in 2019, 2021, and 2022. The Los Angeles Business Journal named him one of the most Influential Wealth Managers in 2018, 2019, and 2020. Brian has provided investment and financial advice commentary for The Wall Street Journal, The Street, and has a feature in Financial Advisor Magazine. He is listed on Barron’s Advisory Network, Fee-Only Network, and the National Association of Personal Financial Advisors. Brian earned his Economics degree from the University of California, Santa Barbara. He holds the CERTIFIED FINANCIAL PLANNER™ designation. Brian is married with four children and enjoys spending time with his family, golfing, and playing soccer.