Financial Advisors in Pasadena
Personalized Guidance for a Stronger Financial Future
Forbes Best-In-State Wealth Advisor
2024, 2025, 2026
Selected based on a combination of qualitative and quantitative criteria, including industry experience, client service, and assets under management. No fee was paid for consideration. Learn More.
Five Star Wealth Manager
2025, 2026
Award recipients are selected based on objective criteria, including client retention, industry experience, assets under management, and a regulatory review. No fee is required for consideration. Learn More.
#2 on Barron's as Top 100 RIA Firms
2026
Barron’s rankings awarded in September 2026 based on prior 12-month data. NewEdge Capital Group is the award recipient. Flintridge Private Wealth and NewEdge Capital Group, LLC are not affiliated entities. Learn More.
#8 on Forbes as America’s Top RIA Firms
2025
Forbes/Shook rankings awarded in October 2025 based on data from 3/31/24-3/31/25. NewEdge Capital Group is the award recipient. Flintridge Private Wealth and NewEdge Capital Group, LLC are not affiliated entities. Learn more.
Brian’s Experience And Qualifications
Providing personalized financial guidance, wealth management, and planning strategies to help clients move forward with confidence.
CFP®
ChFC®
A Trusted Financial Advisory Firm
Wealth Management Built Around You.
Strategic Wealth Planning
Every financial decision should support your bigger picture. We develop customized wealth strategies that align your investments, tax planning, retirement, estate planning, and legacy goals into one coordinated plan.
A Truly Personal Relationship
You're more than a portfolio. We take the time to understand your family, values, and aspirations so we can provide thoughtful guidance and objective advice whenever life changes.
Lifelong Partnership
Our commitment doesn't end after your plan is created. We provide ongoing guidance, proactive communication, and regular reviews to help you stay confident as your life and financial goals evolve.
Who We Work With
Our ideal client is someone who has built meaningful wealth and recognizes that managing it well takes more than managing a portfolio. We look for the right combination of Attitude and Assets — Attitude meaning: are we a good fit, do you value a long-term relationship, are you open to advice. Assets meaning: generally at least $2M in investable assets.
We typically work with successful individuals and families entering or already in the wealth-preservation stage of life — often at a transition point: selling a business, approaching retirement, receiving an inheritance, managing a concentrated stock position, or starting to think about the next generation.
We're a boutique firm by design. We work with a select group of families so we can provide the depth of attention, sophisticated planning, and coordination that complex wealth actually requires.
What Financial Advisor Services Do We Offer?
The Flintridge Framework
We begin with the end in mind. By understanding your vision, values, and long-term goals, we create a personalized roadmap for your financial future. Our proven six-step process provides the clarity and guidance to help you build, preserve, and enjoy your wealth with confidence.
1
Alignment & Fit
We start with a conversation about what matters to you, where you are today, and what you want your wealth to accomplish. Before we talk about investments, we're figuring out whether we're the right fit for each other — for the long term.
2
Discovery
We take a full look at your financial life: investments, cash flow, taxes, estate planning, insurance, business interests, and anything else that affects your future. The goal is the whole picture, not just the portfolio.
3
Strategy
We build a personalized roadmap from what we've learned — identifying opportunities, closing gaps, and setting the investment and financial planning strategy around your goals.
4
The Client Experience
This is where you get the full-service approach: a single team handling every part of your wealth, with access to institutional-level strategies most individual investors never see.
5
Implementation
We put the plan into action: transferring assets, restructuring portfolios, implementing tax strategies, coordinating with your other professionals. Our team manages the process end to end.
6
Ongoing Stewardship
We intentionally limit how many families we work with so we can stay this involved. We continuously monitor your plan, your investments, tax opportunities, and changes in your life — and adjust the strategy as they happen.
Personalized Financial Advisory Services
How We Work With Clients
At Flintridge Private Wealth, we provide comprehensive financial planning and wealth management services designed to help you build, protect, and preserve your wealth. Our team works closely with you to create a personalized strategy that aligns with your goals and long-term financial future.
- Institutional approach to Portfolio Construction
- Review of Existing Investments and Ongoing Guidance
- Bespoke Alternative Investments
- Tax-efficient Investing Strategies
- Use of Custom Option Overlays to Create Defined Outcomes or Income Generation
- Cash Flow and Retirement Income Planning
- 401(k) and 403(b) Analysis and Recommendations
- “What-if” Retirement Scenario Planning
- Tax-efficient Withdrawal Strategies
- RMD (Required Minimum Distribution) Planning
- Retirement Tax Planning Strategies
- Net Worth Analysis and Financial Organization
- Long-term Financial Projections
- Tax-aware Planning Strategies
- Education Planning (529 plans)
- Roth IRA Conversion Strategies
- Insurance and Protection Planning Review
- Estate and Trust Planning Coordination
- Wealth Transfer and Gifting Strategies
- Charitable Giving Strategies
- Business Succession Planning
- Risk Management and Insurance Planning
- Proactive tax strategies tailored to your financial goals
- Retirement income and withdrawal planning
- Roth conversion analysis and implementation
- Tax-efficient investment and portfolio management
- Capital gains and loss harvesting strategies
- Charitable giving and philanthropic tax planning
- Stock option, restricted stock, and executive compensation planning
- Small business owner and self-employed tax strategies
- Coordination with estate planning and wealth transfer objectives
- Ongoing collaboration with your attorney and other professional advisors
Our Approach
By integrating tax planning with your overall wealth strategy, we help identify opportunities, minimize surprises, and provide greater clarity around your financial decisions.
Experienced Financial Planning Professionals
The Right Financial Planning Team Can Transform Your Financial Future
Managing Partner, Wealth Advisor
Operations Manager
Client Service Manager
Business Support Provided by New Edge Advisors
As investment professionals, Flintridge Private Wealth receives business support, including investment management, compliance, human resources, and more, through our Registered Investment Advisor (RIA), NewEdge Advisors. Learn more about NewEdge Advisors, our RIA Support Team.
Chief Compliance Officer
SVP, Strategy & Communications
Managing Director, Investments & Trading
Head of Portfolio Management
Chief Operating Officer
Senior Portfolio Manager
Featured in
The entities shown above are not affiliated and do not endorse the people, products, or services of NewEdge Advisors, LLC.
Empowering Our Clients
Disclosure: While we work with a variety of custodians, fund companies, and service providers to support our clients, these relationships should not be interpreted as endorsements of any specific investment product or provider. Third-party company names and logos are the property of their respective owners and are used for identification purposes only.
Office Location
Visit Our Pasadena Office
Meet with the Flintridge Private Wealth team for personalized financial guidance and wealth management services tailored to your goals.
Pasadena Office
Flintridge Private Wealth
251 South Lake Avenue
Suite 800
Pasadena, CA 91101
Mon - Fri: 9:00 AM to 5:00 PM
Our Approach
Our Approach
QUICK LINKS
Check the background of your financial professional on FINRA's BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Advisory services offered through NewEdge Advisors, LLC, a registered investment advisor.
NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place.
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