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Providing Comfort With Sound Financial Strategies
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Providing Comfort With Sound Financial Strategies |
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Customized retirement income planning |
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Ethics and integrity drive our fiduciary responsibility |
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Certified Financial Planner™ practitioner, Chartered Retirement Planning CounselorSM, Registered Financial Consultant |
Bryan has achieved this award for three consecutive years, which is quite an accomplishment during these difficult financial times. Bryan has been in the financial industry for more than 19 years, with 11 of those years at Fidelity Investments. While at Fidelity, Bryan was responsible for managing more than $400 million of client assets and became the preferred advisor for universities and health care facilities in the San Diego area. Since opening his own practice in 2006, Bryan has become a partner and First Executive VP in Gateway Financial Advisors Inc., which has 70-plus advisors across the country with close to $1 billion under management. In addition to retirement planning and wealth management, Bryan has expanded his business to provide life, long-term care, disability, property and casualty insurance to his clients. Bryan brings a high level of personal commitment to each client and believes communication is the key to success in any business venture.
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Areas of Focus
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Securities offered through Cambridge Investment Research, Inc., Member FINRA/SIPC. Advisory Services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Stebel Financial Group and Cambridge are not affiliated. See the announcement page for more information on how the Five Star Wealth Managers are chosen.
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the San Diego area (includes San Diego county in the state of California) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 11,400 wealth managers in the area. 1,014 award candidates in the San Diego area were considered for the award, of which 284 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or San Diego Magazine.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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