BRIAN MCHENRY Financial Advisor in Tustin, CA 92780

Brian is a Financial Advisor with 33 years of experience currently serving the Orange County markets. Utilizing personalized financial planning, a comprehensive approach to wealth management solutions and his professional experience, Brian works with clients to define their priorities for how they live today, how they desire to live tomorrow and the legacy they choose to leave.

Prior to joining the BMO Investment Services team, Brian received his Bachelor of Science in Business Management from California State University, Chico. Brian holds securities licenses 6, 7, 63 and 65, held through LPL Financial along with his life, health, annuity and variable contracts insurance licenses.

Brian lives in Aliso Viejo with his wife Jeannie and their daughter Katherine. In his spare time, he enjoys watching and participating in sports, especially tennis and golf.

• Wealth Planning
• Investment Management
• Retirement Planning
• Insurance and Risk Management