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Financial Advisor

$20MM AUM | $180,000 GDC in San Diego, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

65% Comm
35% Fee

General

Location
San Diego, CA, US
12 Month Gross Revenue
$180,000
Number of Accounts
100
Avg Client Age
55

Overview

We are not owned by an insurance company or wire house. Therefore your consultant has no quotas or incentives to sell any proprietary products. Putting you the client first, we lead with strategies not products. Our focus is on helping you realize your individual goals and objectives. We partner closely with your CPA, Attorney, Bank and other services to provide you a holistic experience, aligning to make sure that all needs are met.
For over 20 years Brian has worked with thousands of clients on planning and protecting their wealth. He has an extensive knowledge in insurance and financial services.
Brian hopes to continue to grow his practice by finding an experienced firm with established staff and procedures whom is looking to transition into retirement. Brian is also interested in partnering on insurance sales and acting as the advanced markets expert in hopes to find the right transition relationship.

 
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