Bryan Schimmel

Investment Advisor Representative

Phone: 310.399.6397
Contact Bryan Schimmel

for a review of your finances

Contact Bryan Schimmel

Bryan comes from a lineage of entrepreneurs and financial advisors. His grandfather started a wealth management firm in Chicago in 1992. His uncle is CFO of a private equity company. Bryan's mother - also a Financial Advisor - currently manages the family business and his father built his own accounting firm from scratch.

Bryan discovered his passion for finance during childhood. Spending time in his grandfather's office, Bryan witnessed the personal fulfillment of helping people manage their money. Not surprisingly, he later graduated from Indiana University with a Bachelor’s degree in Economics and Finance. Soon afterward, Bryan spent five years in an apprenticeship with his grandfather, learning the business step by step. Bryan serviced client accounts, ran client meetings, and eventually made investment recommendations. After learning all he could from his grandfather, Bryan decided it was time to follow in his family's entrepreneurial footsteps, move to Los Angeles and strike out on his own.

Bryan specializes in wealth building for young professionals as well as wealth management for established, high net worth individuals. He helps his clients realize their dreams and accomplish their goals through personalized service and a comprehensive approach to financial planning.

Bryan currently resides in Marina del Rey with his wife Houda. He enjoys staying active, going to sporting events and trying new restaurants.

CA Insurance Lic: #0M13920