Brian Reed

CFP®, MS

Senior Financial Advisor | Principal

As a financial advisor at Empirical Wealth Management, Brian works to develop personalized financial planning strategies for our clients focusing on tax minimization, wealth management, and cash flow analysis. Brian is passionate about learning each client’s retirement goals and values to create a comprehensive financial plan while maximizing and protecting their wealth. With his prior experience as a portfolio manager, Brian is well versed in the relationship between financial planning and investment management and how to best implement each client specific strategy.

Contact
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Professional Designation

  • Certified Financial Planner™ professional
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Education

  • Seattle University
    • Master’s in Finance
  • University of Washington
    • Bachelor’s in Economics
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Community Involvement

  • Humane Society
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Personal Interests

  • Fly fishing
  • Camping throughout the great Northwest

Phone:

(415) 630-4505

Address:

333 Bush Street
Suite 2020
San Francisco, CA 94104