Brian Rees, CFP®
Mr. Rees is a registered representative and an approved life agent. He currently maintains his Series 7, 8, 24, 31, 63, and 65 and has been in the business since 1994.
Brian Rees is a CERTIFIED FINANCIAL PLANNERTM (CFP®) who has focused his investment and financial planning business on helping people to build wealth during the accumulation years and then helping individuals preserve and manage their assets during retirement years. With over 25 years of financial planning experience Mr. Rees has earned the professional credentials of CERTIFIED FINANCIAL PLANNERTM, Certified Specialist in Planned Giving, Accredited Investment Fiduciary, Chartered Life Underwriter and Chartered Financial Consultant. Mr. Rees stays active in the community by serving as a member of Pepperdine University's planned giving counsel, PEPNET, and is on the Planned Giving Advisory Counsel for the Mission Hospital Foundation of the Saint Joseph Health System. Mr. Rees served honorably in the United States Navy from 1967-1973. Brian and his wife, Audrey, have been married 28 years and currently reside in Laguna Niguel.