Brian works as a partner and lead advisor at North Berkeley Wealth to help his clients feel confident in their financial decisions. That may include building a retirement roadmap or crafting a legacy plan that fits the personal dynamics of their family, in addition to stewarding their savings and portfolio through the uncertainties of the market. He is an integral part of the firm’s leadership, heading North Berkeley’s Advisor Team and serving on the Investment Committee.
Prior to joining North Berkeley, Brian worked at State Street Corporation on pension fund management and accounting for mutual funds. He also served in roles at Merrill Lynch and a private investment management team in San Jose.
He serves on the Board of the UC Berkeley Extension Financial Planning Program. In his rare free time, Brian has volunteered with organizations that promote financial literacy education in local schools and promoted statewide personal finance curriculum.
Outside the office, Brian and his wife Ashley live in North Berkeley and try to keep up with their three active children and their plethora of activities.
Education, Certifications, & Affiliations
- CFP® (CERTIFIED FINANCIAL PLANNER™) certification
- B.S. in Finance and International Business, Santa Clara University
- Chair of the Advisory Board, UC Berkeley Personal Financial Planning program
- Member, Financial Planning Association (FPA)
The Certified Financial Planner Board of Standards owns the certification marks CFP® and Certified Financial Planner™ in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.