Our People

Brian E. Samuels, LUTCF     [Managing Director]

With 27 years experience Brian Samuels has helped thousands of clients grow and protect their wealth. He has an extensive background in insurance and financial services. 

After successfully completing the Life Underwriting Training Council's course curriculum, in 2002 Brian was granted the LUTC Fellowship designation. Both the American College and the National Association of Insurance and Financial Advisors (NAIFA) confer the LUTC Fellow only upon those individuals who meet or exceed the exacting qualification standards determined. 

Beginning in 2002 Brian Samuels continuously qualified as one of the few elite members of the Million Dollar Round Table.  In 2006 he served as an ambassador for the MDRT. MDRT is an independent national association otherwise known as the world’s premier association of financial professionals.

Brian Samuels was recognized and awarded by the San Diego community numerous years as one of the Best Wealth Managers as published in 'San Diego Magazine'.

After a 10 year career working for Prudential Financial of which he was part of the development of their ‘Mentorship Training Program’ he left with the vision to build an independent financial consulting firm.  It was during his time at Prudential, experiencing the largest company to ever go public, which he came upon the belief that financial products someday will only be offered by independent financial advisors.  With companies brought public analysts will drive companies to focus more on competitive products rather than distribution.  Distribution ultimately will be left to independent advisors and due to the competition only the independent advisors will be able to meet the demands of the public.