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    Brian Lundberg

    Retirement Income & Savings Strategies l Intergenerational Planning l Estate & Legacy Strategies

    Brian Lundberg is a seasoned financial advisor with a passion for helping clients achieve their life's goals and aspirations through tailored financial strategies.

    With a background in BBA Finance from New Mexico State University, Brian brings a strong educational foundation to his role as Chief Advocate for individuals seeking financial guidance.

    Brian has held key positions in notable organizations, including Edward Jones where he currently serves as a Financial Advisor.

    Prior to his current role, Brian held positions such as Director of Investor Relations at DiversyFund, Inc., VP Investor Relations at RichUncles.com, and Sr. Manager Investor Relations at RichUncles.com, showcasing his expertise in investor relations and financial management.

    Brian's professional journey also includes roles such as Vice President of Business Development at Compendia, Inc., Vice President of Sales at Choice Hospital Systems, and Chief Culture Officer at Datron World Communications, highlighting his diverse skill set and leadership capabilities.

    Furthermore, Brian has served as an Executive Advisor at his self-founded entity, Brian Lundberg, as well as a Board Member at NVCF and Sales & Operations Manager at Countrywide Full Spectrum Lending, illustrating his extensive experience in various facets of business operations and development.

    Brian Lundberg is dedicated to guiding individuals towards financial security and success, offering his expertise and insights to empower clients to confidently navigate their financial future.

    Brian Lundberg
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    Location

    San Diego, California, United States