Brian joined Waddell & Reed in 2005 after 10 years in the banking industry after graduating from The University of California, Santa Barbara with a Bachelor’s Degree in Finance. He holds the Series 7 and 66 as well as his CA Insurance License. In addition he holds the designation of Certified Mutual Fund Counselor® (CMFC®).
Brian enjoys working with his clients to develop a comprehensive financial plan tailored to the specific financial goals of their families. He believes that financial planning is a lifelong process and that every financial plan should be able to adapt with the many changes that occur in the lives of individuals and families.
Brian and his wife, Mimi, have two very active boys, Brian Jr (BJ) and Jordan (Jojo). Together they enjoy sports and outdoor activities and are heavily involved in the youth sports programs in their communities.
CA Insurance License #0C45366
Waddell & Reed is not affiliated with any other entities referenced herein. 06/18