Brian was born and raised in San Jose, California and moved to Tucson to attend the University of Arizona. He has a passion for providing financial literacy to the community and is fueled by his personal experience; seeing his parents work throughout their lives without a financial plan in place. Brian took this passion and studied at the University of Arizona Graduating with his B.S. in personal and family financial planning at the College of Agricultural & Life Sciences in May of 2020.
Brian began his career completing the internship program at Catalina Wealth Management his senior year at the University of Arizona. He has developed a solid foundation of knowledge in the industry. Brian is excited to learn more from his mentors, as he grows into his career as a financial planner. He has a passion for giving sound financial advice and educating clients, setting them on the right path to retirement. He is currently studying to complete his CFP® certification as well as his Series 7, 66 and life & health licenses.
In his free time, Brian enjoys spending time with a local car club and also taking his French bulldog, Russell, around the community, exploring the various dog parks Tucson has to offer. Brian also loves traveling and strives to visit a different country once a year.