Bryan Theall

Bryan is a CERTIFIED FINANCIAL PLANNER™ practitioner. He graduated from Arizona State University with a bachelor’s degree in global business management and has a Master of Business Administration with an emphasis in finance.

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Acting as a fiduciary, Bryan provides Personal Financial Planning and Investment Management for individuals and families. His specialties include:

• Retirement and distribution planning

• Investment management

• Estate Planning

• Charitable gifting strategies

• Tax Planning

Recently, Bryan was Wealth Manager at USAA where he worked closely with service members and their families providing comprehensive financial planning. Bryan is passionate about building relationships with his client and helping them achieve their goals. In his spare time, he spends time with his wife and daughter. He enjoys golfing, surfing, attending sporting events and enjoying the beautiful Southern California weather.