Torrance, California Office
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Brian helps clients align their finances, investments, and taxes with their broader life goals. He is particularly focused on helping clients achieve true peace of mind by addressing what he views as the three pillars of long-term happiness: financial, physical, and mental well-being. He works primarily with business owners, medical and legal professionals, corporate leaders, and retirees. Brian also advises clients through complex life transitions, including equity compensation planning, real estate decisions, divorce, and widowhood.
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His approach is collaborative, strategic, and tax-aware. He simplifies complex decisions and builds adaptable plans that evolve alongside his clients’ priorities. As a fellow business owner, Brian brings a firsthand, fiduciary perspective to the challenges entrepreneurs face. He believes disciplined planning and investing create clarity, confidence, and long-term success. As a co-founder of EP and a member of the firm’s board of managers, Brian remains actively involved in both the strategy and growth of the business. He is committed to building a firm that remains deeply relationship-driven and client-first—maintaining a boutique feel while expanding its national presence.
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Brian has been recognized on Forbes’ Best-In-State Advisors, the Los Angeles Business Journal’s LA500, and Barron’s Top 1500 Advisors lists. His insights have been featured in publications including The Wall Street Journal, Financial Advisor Magazine, and Financial Planning Magazine. He earned a B.A. in Economics from UC Santa Barbara and holds the CERTIFIED FINANCIAL PLANNER™ designation, remaining actively engaged with the university.
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Brian lives in Hermosa Beach with his wife, his college sweetheart, and their four children. Outside of work, he enjoys staying active—running, golf, pickleball, and discovering the latest “best new workout.”
Connect with Brian
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