Brian is thrilled to work at Financial Connections Group because the firm functions like an ensemble. Unlike many financial firms, the professionals at Financial Connections do not compete with one another while maintaining separated silos of business. Rather, the entire staff supports our clients as team.
…as a financial professional
Brian joined Financial Connections Group in 2000. He is a fee-only Certified Financial Planner™ Professional and an IRS Enrolled Agent. Brian’s areas of expertise include: financial planning, investment management, tax planning, retirement planning, working with unmarried couples, and establishing and maintaining retirement plans for small businesses. Previously, Brian was a tax advisor at H&R Block from 1997 – 2000.
In 2020, Brian received the NAPFA (National Association of Personal Financial Advisors) Inspiring Leaders Award.
…as an educator
Since 2007, Brian has taught as an Adjunct Professor of Tax Planning at Golden Gate University in its Master of Science in Financial Planning Program. Previously, he trained tax preparers for the IRS’ VITA Program, from 2005 – 2016. He also led personal finance workshops for the nonprofit Consumer Credit Counseling Service of the East Bay (now a division of Money Management International) from 1997 – 2014.
…as a scientist
Brian is a recovering engineer: He graduated from the University of California, Berkeley, with a degree in Engineering Physics. He later researched the effects of energy use on the environment at the Lawrence Berkeley National Laboratory from 1991 – 2000.
…outside of the office
Brian enjoys spending time with his family, chaperoning field trips with his son’s class, and catching up with his favorite comic book television shows. Brian would be proud if his son were the next American Ninja Warrior.