Brian joined our firm in May 2023. He has more than 12 years of experience in providing various services to investment clients.
Brian enjoys helping clients. He assists our firm’s investment clients in opening accounts, transferring funds, and other related duties. He holds registrations for FINRA Series 7 and 66. Brian also has a bachelor’s degree in electrical engineering from Villanova University, and a Juris Doctor from the University of San Diego. He has been a licensed California attorney since 1996.
In his free time, Brian likes to do things to optimize his health, which is also known as “biohacking.” He likes to make fermented vegetables, fermented beverages, and even yogurt. Brian also likes to read, listen to music, meditate, and perform energy practices, such as reiki and qigong.