About Brian Watson
I’m a licensed financial consultant specializing in comprehensive financial planning and investment strategies. I work with individuals, families, and business owners to reduce debt, protect income and assets, and build a clear path toward retirement and long-term wealth.
My team supports clients with retirement plans (including SIMPLE, SEP, 401(k), 403(b), 457, and CalSavers), insurance protection, investment planning, estate coordination, mortgage solutions, and a complimentary financial needs analysis to bring everything into alignment.
