Brian is a Certified Financial Planner® who helps individuals and families gain clarity and confidence in their finances through personalized, practical financial planning. With a background that spans more than 15 years in aerospace engineering and financial advising, Brian brings a unique analytical perspective to helping clients understand their finances and build a plan for the future.
At Onward Financial Advising, Brian makes financial planning approachable and understandable. His work is grounded in transparency, education, and creating personalized strategies that reflect each client’s unique goals and circumstances.
In our conversation, we get to know Brian, learn more about his journey from aerospace engineering to financial planning, and talk about his approach to helping families make informed financial decisions. We also hear about his involvement with the Sammamish Chamber and why being part of the local business community is important to him.
