About Brian
Brian has been an Advisor for more than 40 years, many of which were within the financial planning groups of the largest CPA firms. Before Adero merged with Focus Partners Wealth, Brian was with Adero since 2002 and was formerly Adero's Chief Investment Officer. Brian has now transitioned back to an Advisor role. His clients include individuals as well as large family groups.
Brian lives in the Bay Area with his wife, children, and grandchildren close by. He enjoys art, history, and traveling, especially outdoor pursuits in his Jeep or hiking with friends and family.
Education and Professional Milestones
- Pepperdine University – Bachelor’s Degree
Brian has been an Advisor for more than 40 years, many of which were within the financial planning groups of the largest CPA firms. Before Adero merged with Focus Partners Wealth, Brian was with Adero since 2002 and was formerly Adero's Chief Investment Officer. Brian has now transitioned back to an Advisor role. His clients include individuals as well as large family groups.
Brian lives in the Bay Area with his wife, children, and grandchildren close by. He enjoys art, history, and traveling, especially outdoor pursuits in his Jeep or hiking with friends and family.
Education and Professional Milestones
- Pepperdine University – Bachelor’s Degree