Brian Friestman

WORK HISTORY

EDUCATION

SKILLS

ABOUT BRIAN FRIESTMAN

Let\'s start with why. Planning your financial future is about much more than managing an investment portfolio. Of course you want to grow your portfolio, but how much risk (volatility) is necessary to reach your goals? Growth alone is not a strategy. Let me first understand the why behind your goals, then let\'s explore your timeline. Add some family dynamics to the mix and we\'ll be well on our way to developing a personalized financial plan. I try to understand what matters most to you by actively listening to understand your unique situation. Through an established process, we build personalized strategies to help you achieve your goals. Then we partner with you to help you stay on track. Through this collaborative financial planning process, I hope to give you the confidence and clarity you deserve and allow you to enjoy financial security and peace of mind. That\'s my why. I took the scenic route to becoming a financial advisor – through the US Marine Corps. My 27 years in the Marines included tours as an Embassy Security Guard, Reconnaissance Marine, helicopter, tiltrotor, & Presidential (Marine One) Command Pilot. After seven deployments comprising nearly 9 years overseas, the powerful impact financial planning and confidence can have on families became obvious. I finally decided what I wanted to be when I grew up. I completed an MBA at the University of Southern California and committed to helping others navigate their financial paths. I still rely on my Marine Corps experience planning complex evolutions in dynamic and challenging environments to now devise realistic, efficient, executable strategies for dynamic and complex financial situations. With seven kids, there’s never a dull moment in our blended household and I love it. “Free time” (if that exists) is spent surfing Old Man’s, training Jiu-Jitsu, playing soccer or at an occasional USC tailgate in the Fall. We are active in our church and passionate about raising awareness for Alzheimer’s and Parkinson\'s. My practice manager, Rocky, and I work as a team to support your every financial need and aspire to provide concierge level service. There are dreamers and there are planners; planners make dreams come true. Give us a call today and let\'s start planning to achieve your d••••••••@ampf.com |(94••••••07Please visit for important rules and disclosures about how you and I can interact on social media.