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 in the 2022 InvestmentNews class of 40 Under 40. 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.
When Not in the Office:
When Brian is not spending his weekends teaching CFP courses at UC Irvine, you will find him with his wife and daughter as well as their Shiba-Inu, Friday. He enjoys spending time with family, gardening, traveling, and staying active.
What Do You Enjoy Most About Your Job?
Becoming a Wealth Manager has been a life-long goal for Brian and he is very fortunate to be able to work with his clients. Brian enjoys learning about everyone’s unique situation and developing strategies to help them accomplish their goals. It means the most to him when clients say that they trust him and feel confident in their future. In fact, one of the best compliments that stuck with Brian over the years is that he brings a calm presence to wealth management.
What Do You Enjoy Most About Working at KARWA?
Brian loves 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. He is constantly in awe of everyone’s knowledge, expertise, friendliness, and willingness to help each other and our clients succeed. Brian feels grateful and proud to be working with everyone here.
What Do You Hope to Achieve For Your Clients?
Brian hopes to help them reach their financial goals in life and give them peace of mind along the way. He believes that combining our investment strategy with our wealth management advice, his clients will never have to worry about money again.