PERSON: Brian Szytel

The Bahnsen Group

Managing Director, Partner

Brian manages lead relationship management, investment strategy, financial and retirement planning, and advanced estate planning strategies for our clients. Brian has a diverse professional background with over 15 years of financial advisory experience including UBS, SmithBarney and most recently at Morgan Stanley where he was promoted to First Vice President.

Brian holds the Certified Financial Planner ™, and Accredited Investment Fiduciary™ designations, along with the Series 7 and 66 securities and the California Life and Health Insurance License. Brian received his Bachelor’s degree in Business and Economics from The University of California at Santa Barbara. Brian lives locally with his wife Sara and daughters Sophie and Anna and adores his active lifestyle with them outside of the office.

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