Team
Brian Breen CFP®
Founder and Principal
Brian's extensive experience in providing comprehensive financial planning and investment management to high-net-worth individuals began in 2003. His career started as a financial advisor working for some of the largest banks, brokerage, and insurance companies. After seeing firsthand the conflict of interest and lack of transparency towards investors, he founded his independent fiduciary firm in 2009.
Brian graduated with a Bachelor of Science in Business Management from Sonoma State University and currently holds the designation of CERTIFIED FINANCIAL PLANNER™. Active within the Petaluma community, he was a past board member and is the current Chair of the Investment Advisory Committee for the Petaluma Educational Foundation. He is also a participating member of the Petaluma Rotary Club and numerous other community non-profits. In 2014 he was honored by the North Bay Business Journal as a "Forty under 40" recipient for outstanding professional leadership and community involvement. Brian and his wife Stephanie, a Registered Nurse, enjoy life in Petaluma with their three active boys. He can be found at either the office or one of many youth sporting events.
Anthony Borba CMFC®
Client Advisor
Anthony's been guiding our client's since joining the firm in 2015. As an Investment Advisor Representative (IAR), he works with clients to co-create and implement a personalized financial strategy. He also assists Brian in conducting investment research and tracking ETF’s and mutual funds. Born and raised in Petaluma, Anthony graduated from Petaluma High School and earned a Bachelors degree from Sonoma State University. He has also been granted the Chartered Mutual Fund Counselor (CMFC) designation through the College of Financial Planning. Through the years, Anthony has developed a strong connection and commitment to the community that aligns perfectly with our ideals and mission.
Denny Russo
Client Concierge
Denny's been enhancing our client's experience since joining Brian in 2012. For over 20 years he's developed his passion for extraordinary client service in the Financial Services industry. As the client's Concierge, Denny plays an important role in setting the tone for the firm. He is the first person and last person clients see when they are in our office. Denny leads the team dedicated to servicing all our clients’ needs. The Client Concierge Team is instrumental in making sure our clients have a positive experience. With overall responsibility for delivering extraordinary client service. The team’s responsibilities range from client scheduling to custodial account service.
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