Bryan serves as an investment advisor to individual clients and retirement plans. He specializes in serving as a named fiduciary to clients and as an ERISA 3(38) fiduciary for retirement plans. He has been in the financial industry for 10 years and has past experience working as an investment advisor and director of retirement plan services.
He was drawn to this industry because he is passionate about helping people thrive in retirement, not outlive their resources, and educating them on the complexities of their retirement plans. He is the go-to resource when his clients have concerns or want to talk about their situation.
When not in the office, Bryan can be found working on metal or wood projects, or drumming in the traditional Japanese drumming group he cofounded, Sandoshin Taiko. He is also an active member of the Morgan Hill Buddhist Community Center, a Blackbelt jujutsu instructor at the Renkishin Dojo and Healing Arts Center, and an archer with the Black Mountain Bowmen Archery Club of San Jose.