Bryan Wertzer, AIF®
As your Wealth Advisor, Bryan will coordinate the financial planning process for you. Bryan will help you to identify your goals and he will work with you to implement a series of strategies that will help you to realize your vision for the future.
The goal of living the ideal life, or transforming one’s lifestyle, is not merely conceptual for Bryan. His own personal journey has seen him go from weighing 400 pounds to completing several marathons and an IronMan Triathlon. His personal experience guides his professional advice and provides perspective for those making important and transformative lifestyle decisions.
Bryan acts as Branch Manager and supervises nine Wealth Advisors. His registrations include: Series 6, Series 7, Series 24, Series 26, Series 51, Series 63, Series 65. He also holds California Insurance License #0B18778