Industry Start Date: 2009
KAR Start Date: 2021
Education: B.S., Business Administration, University of California, Berkeley
Credentials: CFA (Chartered Financial Analyst designation), CFP® (Certified Financial Planner)
Recognition: Brian has been recognized as a 40 under 40 honoree by the Irvine Chamber of Commerce (2023) and InvestmentNews (2022). Selected by a team of reporters and editors out of hundreds of online nominations, these individuals consist of financial advisors and wealth managers and young professionals from the asset management and academic industries who have assembled an impressive list of achievements and goals before turning 40. He has also been featured multiple publications including in Financial Advisor, Wealthmanagement.com, and Citywire.
Prior to Joining KAR:
Brian worked as a Private Wealth Manager at Creative Planning and prior to that he served as a Wealth Advisor at Halbert Hargrove.
What Do You Enjoy Most About Your Job?
Becoming a Wealth Manager has been a life-long goal for me and I am very fortunate to be able to work with my clients. I enjoy learning about everyone’s unique situation and developing strategies to help them accomplish their goals. It means the most to me when clients say that they trust me and feel confident in their future. In fact, one of the best compliments that stuck with me over the years is that I bring a calm presence to wealth management.
What Do You Enjoy Most About Working at KARWA?
I love the team-oriented environment! We are extremely proud of our honest, cooperative, and transparent culture and everyone has a significant role in shaping this culture. I am constantly in awe of everyone’s knowledge, expertise, friendliness, and willingness to help each other and to help our clients succeed. I’m grateful and proud to be working with everyone here.
What Do You Hope to Achieve For Your Clients?
I hope to help them reach their financial goals in life and give them peace of mind along the way. I believe that by combining our investment strategy with our wealth management advice, my clients will never have to worry about money again.
When Not in the Office:
When I’m not spending my weekends teaching CFP courses at UC Irvine, you will find me with my wife and daughter as well as our Shiba-Inu, Friday. I enjoy spending time with family, gardening, traveling, and staying active.