Lead Advisor
Bryan joined Warren Street Wealth Advisors as a Lead Advisor in June of 2023. He holds both a Bachelor's and Master’s of Business Administration in Finance from the University of Albany in New York, and he is a CERTIFIED FINANCIAL PLANNER™.
Prior to joining Warren Street, Bryan spent nine years as a financial planner at Goldman Sachs. During his time at the firm, Bryan advised clients on cash flow, retirement planning, investments, employee benefits, health care, insurance, and tax and estate planning. Later, he transitioned to another department where he specialized in helping individuals that recently lost a loved one by educating them on probate and estate settlement, Social Security, and employee benefits. Bryan enjoys sharing his planning knowledge with his clients here at Warren Street.
Outside of work, Bryan enjoys being a busy dad and husband. He loves spending time with his daughter and wife and cherishes those moments. Recently, Bryan and his wife started a family tradition of visiting America’s beautiful National Parks — so far, they have 15 under their belts. When it comes to mental and physical health, Bryan finds that connecting with others and having a good daily routine is what makes him feel good. Don’t be surprised to find Bryan entertaining his friends and family by singing and strumming away on his ukulele or bass.
