For over five decades, providing you with something different than the industry’s standard has been our commitment. With us, you can expect an ear ready to listen and a direct line to our team. With no management layers or commissioned products to push, we walk you through your financial life with the care, skill and genuine partnership you deserve.
From his first job at the local mall to pursuing a career in financial planning and investment management, Brian has always wanted to help others. As an advisor, Brian is there for you every step of the way, whether it be discussing particulars of your plan or the potential impacts that current events may have on your plans. He interacts ahapersonally with clients, talking frequently though periodic reviews on the phone, video conferences or in person.
Brian graduated from University of California at Santa Barbara (UCSB) with a bachelor of science in business, accounting and economics. He joined the financial industry in 2000. He began working with San Diego Tax & Wealth Management, Inc. in 2004 and became the owner in 2013. He is a Registered Tax Preparer with the California Tax Education Council and is an Enrolled Agent (EA) authorized to prepare taxes and represent clients in matters concerning the IRS.
As a Registered Representative of Osaic Wealth, Inc., Brian holds Series 24, 53, 6, 7, 63 and 65 registrations. In addition, he is an Investment Advisor Representative offering advisory services through Osaic Wealth, Inc., a registered investment advisor.
Brian lives in San Diego close to the bay with his lovely wife Carol and their two children, Amara and Sage. He enjoys training in Brazilian Jiu Jitsu and practicing yoga. During downtime, you can find him watching cheesy horror, action and science fiction movies; they are SO bad, they are good!
Nick was born in and raised in San Diego. He has been a part of San Diego Tax & Wealth Management since January 2015 and is an Enrolled Agent.
He attended San Diego State University and has a Bachelor of Arts degree in Economics. His goal is to become a CERTIFIED FINANCIAL PLANNER™ professional. Some of his hobbies include spending time with his family and reading books.
Lisa assists with the operational side of the asset and portfolio management for San Diego Tax & Wealth Management. She is involved in executing trades, meeting with clients and assisting in all areas of client servicing. Delivering the highest standard of service to both new and existing clients always brings her joy.
With over 26 years of financial services experience, Lisa holds the Series 7 and Series 63 registrations as well as an insurance license with the state of California #0A47675. She is also a Certified Notary Public and is affiliated with FINRA and Osaic Wealth, Inc.
On a personal note, Lisa has made Jamul her home since 1986. She has two daughters, Alexandra and Victoria, two grandchildren and her horse named Bandit. She enjoys traveling and spending time with her family.
As a registered assistant with Osaic Wealth, Inc., Myrna is dedicated to customer service and supporting clients. She ensures that the general operations of the office run smoothly. Myrna takes pride in being on a team of wonderful individuals helping people realize and accomplish their financial goals.
Myrna graduated with a Bachelor of Arts degree in sociology from UCLA, where her foundation in the financial sector began at a convertible bond firm. She had spent a brief time in the insurance industry and eventually joined an investment banking boutique in Beverly Hills in the corporate finance area, specializing in initial public offerings and private placements. She has experience holding positions with a financial public relations firm. She also consulted on public offering syndicates, published digital marketing and website content, and worked as the operations supervisor at an investment management firm catering to institutional investors. In addition, Myrna holds Series 7 and 63 registrations.