Brian E. Parker, CFP®

Co-founder and Managing Director

Torrance, California

Contact Brian

Brian Parker helps clients align their finances, investments, and taxes with their life goals. He works primarily with business owners, medical and legal professionals, corporate leaders, and retirees. As a member of the Operating and Investment Committees, he stays closely connected to the firm’s investment and operational approach. He also supports clients navigating equity compensation, real estate, divorce, and widowhood.
He has been named to Forbes’ Best-In-State Advisors in 2019, 2021, and 2022. The Los Angeles Business Journal recognized him as an Influential Wealth Manager in 2018–2020. His insights have appeared in The Wall Street Journal and Financial Advisor Magazine. Brian earned a B.A. in Economics from UC Santa Barbara and holds the CERTIFIED FINANCIAL PLANNER™ designation.
His approach is collaborative, practical, and tax-aware. He simplifies complex decisions and builds plans that adapt to changing priorities. As a fellow business owner, he brings a firsthand perspective to entrepreneurial challenges. He believes disciplined planning and investing create confidence and clarity.
Brian is married with four children and values time with family. Outside the office, he enjoys golfing and playing soccer.