California > San Mateo > Waddell & Reed

Waddell & Reed

Verified Listing

(650) 577-3909
1875 S Grant St
San Mateo, CA 94402
Category: Finance & Legal


Brian has been with Waddell & Reed for fifteen years and is currently in the top 1% of Advisors based on total sales production. He earns his recognition from emphasizing a unique and personable approach with his clients. Ranging from young families to retirees seeking wealth management and estate planning strategies, clients may build a long-term relationship with Brian allowing him to help them leave a positive legacy for their family and friends.

Products And Services

Certified Financial Planner, Retirement Planner, Financial Advisor, Investment Advisor, Estate Taxes


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