About
Bryan
With Focus Partners Wealth, Bryan focuses on delivering an exceptional client experience and works closely with clients and advisors to craft personalized wealth management strategies tailored to each client's specific goals. Bryan’s primary focus is business development, representing Focus Partners Wealth within the Fidelity Investments referral program.
Bryan is a seasoned financial industry professional with over 27 years of experience. Prior to joining Focus Partners, Bryan worked for 20 years with Churchill Management Group, and before then served as a Vice President at Fisher Investments.
Education and Professional Milestones
-Chapman University - bachelor’s degree in business communications
With Focus Partners Wealth, Bryan focuses on delivering an exceptional client experience and works closely with clients and advisors to craft personalized wealth management strategies tailored to each client's specific goals. Bryan’s primary focus is business development, representing Focus Partners Wealth within the Fidelity Investments referral program.
Bryan is a seasoned financial industry professional with over 27 years of experience. Prior to joining Focus Partners, Bryan worked for 20 years with Churchill Management Group, and before then served as a Vice President at Fisher Investments.
Education and Professional Milestones
-Chapman University - bachelor’s degree in business communications