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Check the background of this investment professional on FINRA’s BrokerCheck.

Brian Sommerfield | financial consultant
Brian helps individuals and couples seeking financial advice. His 30 years as a public accountant gives him a diverse background to guide his clients. Being able to consider the tax consequences to financial decisions gives a broader more complete picture to planning. Brian is a registered representative, and holds Florida insurance licenses for life, disability, and medical. It gives him the ability to help clients manage wealth, preserve their lifestyle, and put together strategies for retirement income. Brian is a graduate of California State University San Bernardino’s Business school, receiving his Bachelor’s of Science degree in business administration with a concentration in public accounting. CSUSB is one of the top accounting and entrepreneurial schools in the country.