Vice President - Private Wealth Advisor

Brian Mann

3304 State Street
Santa Barbara, CA 93105
(805) 563-6453


Brian's career in the financial industry has focused on providing comprehensive wealth management solutions to clients in the higher education, entertainment, and aerospace industries. Brian is passionate about sustainable investing and has expertise in private wealth, investment management, retirement planning, insurance, and estate and trust planning. Brian started his career out of law school, working at Human Rights First in Washington, D.C., advocating for and defending the rights of immigrants and refugees.

Brian has bachelor's degrees in Social & Behavioral Economics and Spanish Literature from the University of Arizona and his J.D. from California Western School of Law. He holds Series 7, Series 66, and C.A. Insurance licenses.

How can I help you achieve your goals?

My Specialties
  • Financial Planning
  • Wealth Investment Management
  • Retirement/IRA's
  • Sustainable Investing

A native of the San Francisco Bay Area, Brian resides in Southern California with his wife and two young children.