Brian Brubaker has always been interested in finance and economics, in addition to helping others. As a Wealth Management Advisor, Brian is able to combine these interests into helping people with their financial futures. Being a part of the team at ERSI, he helps clients to discover and understand their full financial picture, as well as goals and potential fears.
“Willingness to collaborate on ideas in a relaxed environment is perhaps the most important aspect of the ERSI culture for me personally - it allows us to always do what’s best for the client as every idea is always discussed, which reduces the chance of anything getting overlooked and the opportunity to learn from each other.”
Born in Denver, Brian attended college at Chapman University in California.
Education & Affiliations:
- Chapman University Bachelor of Science (Business Administration with emphasis in Finance and Management)
- Series: 7 (General Securities) & 66 (Uniform Combined State Law)
- CERTIFIED FINANCIAL PLANNER™
- Accredited Investment Fiduciary® (AIF®)