Brian is a real estate professional and a CFP® with an extensive financial background. He grew up in Florida where he obtained a B.S. in Finance and a B.S. in Real Estate from Florida State University. Prior to graduating Brian obtained his Real Estate Sales Associate license in FL in 2008.
He was hired by Fidelity in 2008 and worked 14 years with the company. During that time Brian practiced real estate on the side. He moved to California in 2018 and worked in Fidelity’s branch office in Rancho Bernardo as a Financial Consultant. He later left Fidelity and decided to pursue his lifelong dream of becoming a full-time real estate professional in Southern California. Brian loves living by the ocean in Pacific Beach and has a passion for surfing, music, and traveling the world. He loves connecting with people and establishing quality meaningful relationships both personally and professionally.
Brian aims to provide the best experience possible for his clients and use his financial background as a competitive advantage. Brian’s unique value proposition is that he can help with planning and advice on financial planning topics such as retirement planning, estate planning, and investment planning. He hopes to use his skillset to go above and beyond and provide the best experience possible for his clients. He has a true passion for making sure his client’s financial and real estate goals are achieved.