• Life Insurance
• Financial Planning
• Wealth Management
• Retirement Strategies
• Estate Planning
• Employee Benefits
• Property & Casualty Insurance
Brian specializes in life and disability insurance, as well as managing his clients’ money to help them reach their financial goals through a detailed fee based financial plan. He has been with Tax & Financial Group since 1984 and currently serves approximately 500 individual clients and businesses.**
Brian had delivered over 75 million of benefits to his clients or their beneficiaries.* Brian knows the value of the work he does in partnership with his clients. It is vital to Brian to help people make good responsible decisions.
Brian graduated with a Bachelor of Science Degree in Business from the University of Redlands. He has earned both the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC® ) designations as well as the Series 6, 7, 63 and 66 securities registrations. Brian is a member of MDRT, an international network of leading financial services professionals driven by standards of ethics, knowledge, service and productivity. Brian enjoys golfing, travel to tropical locations, and spending time with his sons. He resides in Newport Beach, California.
Brian’s Professional Philosophy :
“I am in this business for the long-term and seek to help my clients in all
aspects of their personal, professional, and financial lives.”