– FINANCIAL PLANNER –
Brian was born and raised in Sunnyvale, CA and attended Kings Academy High School where he played soccer and studied the tenor saxophone. After graduation, he moved to Sacramento to study Business Marketing at CSU Sacramento and where he was an active member of the Phi Delta Theta fraternity.
Shortly after college in 2007, Brian started his own insurance practice as an independent advisor with a focus in life, health and disability. As his business grew and he saw the need to offer full financial plans to clients, Brian received a certified Social Security claiming strategist, public notary and Series 65 certification.
Brian is a blues harmonica instructor and studio musician. He has a record contract with Radiant Soul Records and recently completed his 2nd album. Brian lives in Folsom with his wife, Olivia and their two sons, Harris and Levi, ages 2 and 1 month. On the weekends, Brian enjoys running, hiking and all things barbequed!
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