Brian Britt

Background

About Brian Britt

Brian has been in practice helping individuals and institutions protect and grow their wealth since 1986 He became a Registered Representative at the age of 19 while pursuing a bachelor’s degree in economics from the College of Business at Saint John’s University in New York. Upon graduating, Brian spent much of the next 25 years in senior financial advisory positions at Fortune 500 companies such as Lehman Brothers, Paine Webber and Merrill Lynch. After the financial crisis forced the merger of Merrill Lynch and Bank of America in 2010, Brian decided that it was in the best interest of his clients to open a private practice in partnership with several boutique investment advisory firms that offered a more stable and personalized experience to his clients. Today, Brian serves as Founder/Senior Retirement Strategist for Clearwealth Planning Inc, a retirement planning and asset management firm that he formed in 2010. Brian’s vast experience and seasoned perspective allows him to help his clients develop a simple yet effective financial plan geared towards sustainable retirement income, tax protection and family wealth transfer. As a student of history and math, Brian provides “outside-the-box” thinking to help his clients gain an edge over the popular mainstream financial advice of our time. In addition to his investment practice, Brian serves as an instructor for the National Society of Financial Educators and teaches retirement planning seminars at major universities around San Diego as well as online CE accredited courses to CPA’s in 50 states through Retirement Risk Advisors, a firm he helped build with his partner, Dave Hall.