Brian is a Financial Advisor who helps clients achieve financial independence, develop a plan for retirement and manage investments.
- About Brian
- Questions & Answers
I help busy professionals and their families build wealth and meet their life goals according to their values
- Certificate, Financial Planning, University of California, Berkeley
- Master of Science, Mechanical Engineering, Virginia Polytechnic Institute and State University
- Bachelor of Science, Mechanical Engineering, Virginia Polytechnic Institute and State University
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Typical Clients & Fee Structure
Commission and Fee
May be paid either on a fee-based basis (e.g. fixed, flat, hourly, percentage, etc) or via commission.
Paid hourly for time spent meeting with a client or working on their behalf.