Brian Britt Email & Phone Number

Classes Held At Colleges And Universities Around San Diego

Brian instructs adult education classes at major universities centered around the changing world of retirement planning. Classes cover topics including how to build a retirement plan, taxes and retirees, as well as major differences between today's retirement challenges and those that our parents and grandparents faced in years past. Course also covers social security distribution strategies and long term care. All students will have an opportunity to learn how to develop their own personalized financial retirement plan.

Greater San Diego Area

Clearwealth Asset Management, Inc. provides comprehensive wealth management strategies for private clients nationwide. As a holistic top-down retirement planner and fiduciary, Brian designs financial plans for his clients that serve as a road map to create a step-by-step plan that addresses their future retirement and lifestyle goals. Clients can choose from a vast array of solutions that are best suited to meet their needs including a broad range of custodians that offer multiple products and custom designed investments. Through a team approach, we offer clients a comprehensive wealth management experience with top-tier professionals from many different disciplines. Advisory services are offered in partnership with Institute for Wealth Advisors, a Registered Investment Advisory firm, Dallas TX.

San Diego, California

Through his live broadcast from the headquarters of the UT San Diego, Brian offer his weekly economic commentary about financial strategies for retirement, investments, and the global economy, in an effort to better educate his listeners and offer them a straight forward viewpoint that they are unlikely to hear from the mainstream media. Brian cuts through all of the hype and shares the secrets of wealth accumulation that he has learned in his 30 year career of working directly with clients. Beyond just the money, each week Brian also interviews some of the country's top CEO's and visionaries in the hopes of uncovering their secrets to success not only professionally but personally. To be truly successful in life, a real balance must be achieved between money and other life assets This show is unlike any other in America and has a loyal following of thousands of listeners. The show has had over 100,000 downloads on iTunes and other podcast providers worldwide.

Brian consulted business owners and entrepreneurs around the world in the art of trust-based communication. His approach helped entrepreneurs connect with customers without the usual push-back that high pressure selling approaches can cause, helping them to quickly uncover the truth about their prospects and see if there was a fit to develop a business relationship based on trust and honesty.

La Jolla/San Diego, California

Private client financial planning, asset management and investment strategy

La Jolla, California

Asset Management and Investment strategy

Greater Chicago Area

Large-Cap Equity Portfolio Manager for private client group clients. Managed and serviced accounts nationwide and dealt directly with investors.

New York/New Jersey

Was responsible for the oversight and management of a team of 6 sales managers and 200 financial advisors servicing thousands of wealth management customers.

New York

Investment management mainly for retirement accounts of employees of non-profit institutions.

Staten Island, New York

Assisted the Corporate Controller in general financial and accounting functions of the company.