Central Coast, California Office

892 Aerovista Place, Suite 220 San Luis Obispo, CA 93401

Phone: (805) 541-1308

Fax: (805) 541-5517

Brynne Speizer

Brynne Speizer, CFP®

Vice President

Central Coast, California

  • Brynne’s professional goal is to help clients feel confident and clear about their financial plan and portfolio management. She specializes in translating the sometimes-opaque language of finance into comprehendible terms.

  • During a 15-year career as a nonprofit fundraiser, Brynne helped amass critical resources for organizations advancing public education and financial literacy. As a fundraiser, she worked closely with individual donors, foundations, corporations and government entities to advance strategic goals. This connection to leveraging dollars to achieve specific outcomes was a natural fit for Brynne’s role as a financial advisor, where she brings this past experience to bear in tailoring financial plans for her clients.

  • Brynne is an enthusiastic alumna of both Wellesley College, where she earned her bachelor’s degree, and The Heller School for Social Policy and Management at Brandeis University, where she earned her MBA, Social Impact Management. Additionally, Brynne earned a certificate in Personal Financial Planning from UC Berkeley Extension and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.

  • Having lived in a few parts of the country, Brynne still can’t believe she gets to live and work in SLO county, where she loves to explore. Active with hiking, workouts, Ultimate Frisbee (when she’s not injured!), yoga, and travel, Brynne also serves on the board of Friends of 40 Prado, an organization that fundraises for San Luis Obispo's homeless services shelter, 40 Prado. In addition to personal finance, Brynne also loves language and tinkers with Spanish, French, and Hebrew. She has many personal heroes and role models, but it is her niece and nephew that consistently challenge her to be the best version of herself.


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