Brian Peardon Email & Phone Number
Senior Vice President of Wealth Management @ BridgePort Financial Solutions
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Brian Peardon Location
- Roseville, CA, US
Brian Peardon Work
- Senior Vice President of Wealth Management @ (August 2026 - Present)
- Private Wealth Advisor @ (December 2024 - Present)
- President and Founder @ PearTree Advisory Group (February 2020 - December 2024)
- Financial Advisor @ 401(k) Engineers (January 2016 - February 2020)
- Financial Advisor @ Eagle West Group, Inc. (August 2014 - September 2017)
- Chief Investment Strategist, Wealth Advisor @ Harvest Investment Services (May 2008 - August 2014)
- Wealth Advisor, Chief Investment Strategist @ Harrison Financial Group (May 2008 - December 2012)
- Financial Adviser @ Eagle Strategies, LLC (July 2007 - May 2008)
- Financial Services Professional @ (October 2004 - May 2008)
Brian Peardon Education
- University of Phoenix
Business Administration and Management (General)
Brian Peardon Skills
- Asset Allocation
- Asset Management
- Family Wealth Management
- Finance
- Financial Advisory
- Financial Analysis
- Financial Services
- Independent Financial Advice
- Investment Advisory
- Investment Strategies
- Investments
- Mutual Funds
- Portfolio Management
- Private Wealth Management
- Retirement
- Retirement Planning
- Senior Administration
- Series 63
- Series 7
- Vice Presidents
- Wealth Management
Brian Peardon Summary
- Brian Peardon, based in Roseville, CA, US, is currently a Senior Vice President of Wealth Management at BridgePort Financial Solutions. Brian Peardon brings experience from previous roles at BridgePort Financial Solutions, PearTree Advisory Group, 401(k) Engineers and Eagle West Group, Inc.. Brian Peardon holds a Business Administration and Management in General @ University of Phoenix. With a robust skill set that includes Asset Allocation, Asset Management, Family Wealth Management, Finance, Financial Advisory and more. Brian Peardon has 1 mobile phone numbers on RocketReach.
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