As a Certified Financial Planner, and fiduciary, Brian works in his clients’ best interests, while committing himself to excellence and service. Earning his clients’ trust is in Brian’s code of ethics, as is serving clients with respect and offering sage and unbiased financial advice. Brian ...more

As a Certified Financial Planner, and fiduciary, Brian works in his clients’ best interests, while committing himself to excellence and service. Earning his clients’ trust is in Brian’s code of ethics, as is serving clients with respect and offering sage and unbiased financial advice. Brian graduated with his Bachelor’s degree in Business Administration from Saint Mary’s College in Moraga and attributes much of his business acumen to his excellent education. He finds that by reaching into the community, one finds visibility. However, more importantly, this also helps to develop a give-back attitude. Brian is the past president of both Pleasanton RAGE Soccer and the Pleasanton North Rotary Club. Brian is an active supporter in the school district, and his office is an active member of the Pleasanton Chamber of Commerce. In his spare time, Brian enjoys spending time with his wife and three daughters. He is an avid snow skier, and has an affinity for mountain biking, and hiking. He enjoys the outdoors where he finds relaxation and inspiration for much of his life’s work.less