CFP®, MBA - WEALTH MANAGER
- 1902 Wright Place, Suite 200, Carlsbad, CA 92008
- Ph: (760) 349-1747 Fax: (206) 838-3681 email@example.comBryan Theall
Bryan is a highly skilled and experienced financial professional with a strong educational background and a passion for helping clients achieve their financial goals. He graduated from Arizona State University with a Bachelor's in Global Business Management and a Master of Business Administration with a focus on finance. As a
CERTIFIED FINANCIAL PLANNER™ ⓘ
Practitioner, he brings a deep understanding of financial planning principles and a commitment to acting as a fiduciary; always putting his clients' best interests first.
Throughout his career, Bryan has developed expertise in retirement and distribution planning. He understands the importance of helping clients navigate the complexities of retirement planning, ensuring they can comfortably enjoy their post-work years. His skill in investment management allows him to create customized portfolios tailored to individual risk profiles and investment objectives.
Bryan also specializes in estate planning, helping clients establish strategies to protect their assets and efficiently transfer wealth to future generations. He is adept at navigating the intricacies of estate tax laws and can provide valuable guidance on minimizing tax liabilities while maximizing the benefits passed on to heirs.
Prior to his current role, Bryan served as a Wealth Manager at USAA, where he worked closely with service members and their families. This experience provided him with a deep appreciation for the unique financial challenges and opportunities that military families encounter. Bryan takes pride in establishing meaningful relationships with his clients, understanding their individual circumstances, and tailoring financial plans that align with their specific needs.
After departing from USAA, Bryan and a few like-minded colleagues made the pivotal decision to establish their own independent practice driven by their unwavering dedication to assisting clients with their financial planning needs. This bold step marked the birth of Shared Vision Wealth Group.
Outside of his professional endeavors, Bryan enjoys spending quality time with his wife and two children. He takes advantage of Southern California's beautiful weather by engaging in outdoor activities such as golfing and surfing. Bryan also appreciates attending sporting events and concerts.
With his expertise, commitment to his clients' success, and diverse range of financial skills, Bryan is a trusted advisor who can guide individuals and families toward achieving financial security and realizing their long-term aspirations.
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