Bryan is a Registered Principal with Cetera Advisors LLC. He holds a California Life & Health Insurance license, and series 7, 24, 63 & 66 registrations with Cetera Advisors LLC., and has over 40 years of investment experience.
Bryan has focused his career as an investment advisor on providing confident investment and retirement planning to hundreds of members throughout the Bay Area and beyond. His clients range from young adults just beginning their investment education to advanced seniors who rely on effective income planning to maintain their lifestyle in retirement. His approach to financial planning involves a discovery phase in which he discusses and learns what is important to his clients. He then orients his planning and investment strategies around their individual personal goals. He believes that consistent communication with clients is paramount to a successful investment plan and a long-term relationship.
Bryan graduated from Mount Saint Mary’s University in Emmitsburg, Maryland, with a dual degree in Economics and Finance.
As a father of two sons, Bryan is thrilled with a new granddaughter to spoil and another one on the way. He enjoys flying, golf, cooking, traveling to new places, and spending time with the new members of his family.