Brian Conners, Conners Report, March , 2021
The Conners Report talks with industry thought leaders on the key economic, market, business, and disruptive technologies that face business leaders today. He searches for breakthrough ideas and megatrends that will provoke you to take action today so we will be relevant tomorrow, hosted by Brian Conners.
C. Brian Conners is a Certified Financial Planner (CFP) and Wealth Management Specialist. Brian is licensed with the California Department of Insurance (License #0661999) Brian has over 30 years’ experience advising high net worth individuals, and successful business owners and business executives on important financial, tax, and investment matters having a significant financial impact on their businesses and personal net worth Acting as their Personal CFO, Brian’s passion in life is helping others achieve their financial goals, so that they can live their dreams and aspirations free of financial fear. It has been said, “failing to plan is a plan to fail”. In today’s complex world, having a strategy can be the difference between living a life of quiet financial desperation or having financial peace of mind. Using a coordinated 360 financial assessment, planning, and wealth management process, Brian helps client solve complex financial and tax problems to create more certainty and sustainability in their financial future. Brian’s advisory services include a broad range of services in financial management, asset management, risk management, retirement planning, tax planning, long term care, estate planning, charitable trusts, and wealth transfer for individuals, business owners, and retirees. For his business clients, Brian has advised business owners and executives on financial management, 401(k), profit sharing and pensions plans, ESOP’s, and exit strategy. Brian has a Bachelor of Science in Electrical Engineering from the State University of New York at Stony Brook and his Masters in Business Administration from Northrop University in Los Angeles, CA. In addition he completed one year of Law School study at Western State College of Law in Irvine, California. He received the professional designation of Certified Financial Planner (CFP) and Accredited Tax Preparer (ATP) designations form the College for Financial Planning in Denver, Colorado.My passion in life is helping others achieve their financial goals so that they can live their dreams and aspirations free of financial fear. It has been said, “failing to plan is a plan to fail”. In today’s complex world, having a strategy can be the difference between living a life of quiet financial desperation or having financial peace of mind. I have over 30 years of experience in helping others attain their financial goals, dreams, and aspirations. Using a coordinated 360 financial assessment, planning, and wealth management process, I help people build predictability and sustainability in their financial future. Taking the most important first step, and talking about your most intimate financial matters doesn’t have to be awkward. It can be liberating and even inspiring as you express your goals and dreams. I’m happy to offer a comfortable environment for that kind of conversation. If I don’t have the answer to a concern, I maintain an extensive network of caring professionals that I will do my best to refer you too who can.
C. Brian Conners
Certified Financial Planner – “Your Private CFO”
Orange County, California