CA License No. 0667950
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. Brian's commitment to continuing education and his recognized efforts in the areas of client services, have established him as one of the most distinguished professionals in the California financial services industry. He has been with Tax & Financial Group since 1984 and currently serves approximately 500 individual clients and businesses.**
Brian has delivered over 40 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 numerous industry organizations including MDRT and the National Association of Insurance and Financial Advisors (NAIFA). He is also a Registered Representative and an Investment Advisor Representative with Securian Financial Services Inc, member FINRA/SIPC.
He enjoys golfing, working out, hiking, 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."
*Benefits include life insurance death benefits and disability benefits as of 7/20
** As of 7/20
4043230 DOFU 02/2022