Brian Ogden

Services Offered

• Investment management
• Insurance strategies
• Holistic financial planning

About

Brian Ogden is a financial consultant based in Newport Beach, California, affiliated with Oppenheimer. He specializes in aligning clients' unique goals, values, and needs through holistic financial planning and the design of investment and insurance strategies. Brian employs an in-depth discovery process to understand each client's specific situation, time horizon, and risk tolerance. He focuses on growing and protecting the assets of high net worth clients, including individuals, families, corporate executives, and businesses.

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