Brian G.

Background

About Brian G.

My career began as a technology professional: I worked for many years in Telecom, Banking, and several web-based businesses. During my 15+ years in technology, I worked as a Software Developer, a Business Systems Analyst, and an IT Project Manager. In 2013, I made a significant career change and transitioned into the world of Personal Finance: I am licensed as a Mortgage Agent, a Financial Advisor, and a Life-Insurance Advisor. It is my passion to assist my clients and their families with all aspects of their personal financial arrangements which includes identifying and discussing financial goals, as well as structuring and executing financial plans. I provide on-going guidance and advice to my clients designing and managing investment-plans, arranging life-insurance plans and arranging mortgage-financing.