About Brian McAdams
Brian is a private wealth advisor and a financial planning specialist with over 10 years of experience for the Huhn | Mahoney | Howe Group. He helps clients through the life cycle of the financial planning process, with an emphasis in understanding your goals and selecting the right investments to achieve those goals. Brian’s planning framework simplifies the decision-making process and focuses on purpose-driven investing in a tax-efficient manner. He specializes in working with C-suite executives, small business owners, founders, retirees, and next gen investors, helping them navigate complex wealth.
Originally from Southern California, Brian graduated from California State University, San Marcos, and moved to San Francisco in 2013 to earn his master’s degree in financial analysis from the University of San Francisco.
On a personal note, Brian’s parents were both impacted by neurodegenerative diseases, and he’s passionate about helping next gen caregivers and families plan ahead. In addition, Brian is an avid cyclist and runner (completed three marathons so far), and live in San Francisco with his wife, Audra.
NMLS# 2590974
Securities Agent: WA, VA, CO, PR, OR, NE, ME, ID, IA, GA, MT, LA, KY, AR, TN, AL, VT, RI, MI, AK, WI, UT, TX, SD, SC, MS, KS, CA, AZ, VI, PA, ND, MN, MA, FL, WY, OH, NV, NM, NJ, MO, MD, IN, HI, WV, NC, NH, DC, CT, OK, NY, IL, DE; General Securities Representative; Investment Advisor Representative
NMLS#: 2590974