Brian Kurlan Financial Advisor

Brian Kurlan Financial Advisor Brian Kurlan CPA is an Independent Financial Advisor in La Jolla, California. Brian works very clos
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As a Wedbush Securities Independent Financial Advisor, I am dedicated to serving my clients and the La Jolla community. I believe my clients come first and work to protect their financial well-being. With over 20 years of experience in the securities industry, I am committed to using my experience and knowledge to educate my clients to make informed investment decisions. I also develop personalize

d investment strategies, to assist clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy that will help you achieve your financial goals. Contact me for a complimentary portfolio review or to learn about building a portfolio to grow your financial success.

Address

1200 Prospect Street
San Diego, CA
92037

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm
Sunday 9am - 11pm

Telephone

+16196028885

Website

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Brian’s Story

As a Wedbush Securities Independent Financial Advisor, I am dedicated to serving my clients all over the country and locally in the La Jolla community. I believe my clients come first and work to protect their financial well-being. With over 20 years of experience in the securities industry, I am committed to using my experience and knowledge to educate my clients to make informed investment decisions. I also develop personalized investment strategies, to assist clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy that will help you achieve your financial goals. Contact me for a complimentary portfolio review or to learn about building a portfolio to grow your financial success.