Brian was born and raised in Southern California in the San Fernando Valley. He earned a bachelor’s degree in Accounting at California State University Northridge and a Juris Doctor degree from the University of LaVerne School of Law.
He has practiced as an accountant and an attorney for both individual and corporate clients prior to his career in the Securities industry. He began his financial advisory practice in 2001 prior to the events of 9/11 and has navigated through both bull and bear markets since then.
Having grown up with both parents being educators, Mr. Schwartz brings an enjoyment to teaching and clearly presenting financial concepts to his present and future clients. He communicates with his clients through office meetings, phone, email and special events throughout the year.
Retirees, pre-retirees and business owners look to Brian to help plan for their ultimate goals and objectives. Some of his specialties include:
- Financial Planning
- Equities, IPO’s , Secondaries
- Bonds
- Options
- Alternative Investments
- Life Insurance for Individuals and Businesses
- Long Term Care Insurance
- Retirement plans for Individuals and Businesses
- Separately Managed Accounts
Brian enjoys tennis, golf, wine tasting, travel and spending time with his wife Anna.