Brian Vosberg is President of Vosberg & Associates, an independent financial planning and wealth management firm. He has committed himself to helping individuals and their families realize their investment and financial goals.
Brian has built his firm by combining a sound asset class investment methodology with comprehensive financial planning. He listens to his clients to understand their needs and goals and creates financial strategies that are suited to their individual situations. As a trusted advisor Brian works with a diverse group of clients including retirees, business owners, real estate investors, teachers, professional athletes and many others.
Brian is a graduate in both Finance and Real Estate from California Polytechnic University, Pomona. During his seventeen years in the financial services industry he has earned the professional designations of CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, Chartered Life Underwriter, and Enrolled Agent. Brian holds his California insurance license, Series 6,7,24, and 63 securities registrations, Enrolled Agent with the IRS, and is also a Real Estate Broker so he is able to help with all of your investment needs.
Brian serves on the Board of Directors for the Citrus College Foundation, Duarte Education Foundation and the Foothill Unity Center. He is married to Carina with two boys, Julian and Jayden.