Brian McCann

Brian McCann

CFP®

Brian is a Financial Advisor who helps clients achieve financial independence, develop a plan for retirement and manage investments.

  • About Brian
  • Questions & Answers

Advisor Details

Contact Advisor
Company
Principal at Bootstrap Capital LLC
Address
1127 Telfer Ave
San Jose CA, 95125
Phone
(415) 758-2668
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About Brian

I help busy professionals and their families build wealth and meet their life goals according to their values

I am the founder and principal of Bootstrap Capital LLC, a California Registered Investment Advisor. At Bootstrap Capital I focus on Financial Planning and Investment Management for professionals and families. I am passionate about helping people grow their wealth. Early on, I observed that the mainstream financial industry focused on helping people with wealth manage it. But there were very few firms that help people grow their wealth in the first place. That led me to start my own company.

I leveraged a long corp...

Education

  • 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

Certifications

Registrations
Designations
?
Insurance License
  • CA: #0I34829

Typical Clients & Fee Structure

Typical Clients

Young couples
Young professionals

Fee Structure

Commission and Fee
May be paid either on a fee-based basis (e.g. fixed, flat, hourly, percentage, etc) or via commission.
Hourly
Paid hourly for time spent meeting with a client or working on their behalf.