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Brian has been providing wealth creation and preservation strategies for over 20 years and has been a pivotal player in creating financial strategies for his clients. He is licensed certified in retirement planning, investments, advanced business planning, estate planning, and is a licensed life agent. Brian is able to use these resources to provide professional and individualized service for all of his clients.

Brian grew up in the bay area and graduated from California State University Chico. Outside of his work, his hobbies include all outdoor activities, exercise, and traveling. He also enjoys taking his clients out for a round of golf any chance he can get.