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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Waldner is a financial advisor who has been in the industry for over 27 years. Brian is a Certified Financial Planner and Chartered Financial Analyst and holds the Series 6 and Series 63 licenses. Brian's current firm is EP Wealth Advisors and has been with them since January 2024. Brian works with individuals, families, high-net-worth individuals, pension and profit sharing plans, corporations, and other businesses. Brian has a broad range of experience in financial planning, portfolio management, and retirement plan advisory services. Brian is also a registered investment advisor and a Registered Representative. Brian is committed to providing his clients with personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan advisory services & tax preparation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
10/11/2024 - Present
EP Wealth Advisors (TORRANCE CA)
MA
05/30/1996 - 10/22/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
05/30/1996 - 10/22/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 06/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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