Certified Financial Planner™
Brian currently serves as a Senior Financial Planning Strategist for Pure Financial Advisors, Inc. where he works with the financial planning team and advisors to develop advanced planning strategies that cater to clients’ specific retirement goals.
Graduating from the University of California, Santa Cruz, Brian earned a BA in Film and Digital Media in 2001. For the following 12 years, Brian worked as a video editor for the Outdoor Channel, and at an advertising agency called Vision Video Inc. In 2013, Brian made the decision to switch career paths and obtained his Series 65 license, marking the beginning of his career in the financial industry.
Brian began his financial career working with a wealth management firm in North County, San Diego. He worked as a paraplanner and helped with business development, bringing new clients to the firm.
Prior to coming to Pure Financial Advisors, Brian held the FINRA Series 7 and 63 securities registration. He received his CFP® designation in 2018.
Brian currently resides in Vista and has been married to his wife, Christina since 2005. In his free time, he loves spending time with his wife and their two children, Gavin and Hannah. He also enjoys going to see the latest movies in theaters.