Brian joined the Baldwin Group in 1998 and has constructed client portfolios since 2003. He has earned several professional designations-Certified Financial Planner™ in 2011, Certified Exit Planning Advisor® in 2018, and most recently, Certified Divorce Financial Analyst® .
Brian has also been recognized as a 2019 Best-in-State Wealth Advisor for California by Forbes/SHOOK Research.
Brian loves learning new things. This curiosity provides the motivation to develop a detailed understanding of client circumstances, goals, and priorties. To him, the planning process is analogous to receiving an annual physical from one's doctor – its consists of an examination, a diagnosis, and a prescription.
Brian graduated from the University of Missouri in 1991, resides in Encinitas, California, and is a parent to two busy teen-aged children, Rachel and Pierce. In what free time remains, he enjoys cooking, skiing, off-road motorcycling, and restoring neglected Porsches.
Brian has enjoyed giving back to his community by providing pro-bono financial planning services though the San Diego chapter of the Financial Planning Association.
Registered States:
AZ, CA, CO, CT, DE, FL, GA, IL, KS, KY, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA