Not only are we committed to learning about how wealth affects your life, but how it can enrich your future. Our founder, Brian Samuels of Highland Capital Financial Consulting, best explains the desire to your team:
Brian E. Samuels, LUTCF
For over 20 years Brian has worked with thousands of clients on planning and protecting their wealth. He has an extensive knowledge in insurance and financial services.
Brian was granted through the American College, the LUTC Fellowship designation in 2002 after
exceeding 300 classroom credits.
He’s both a ‘Qualifying Court’ and ‘Life Member’ of the Million Dollar Round Table; the MDRT
Organization is known as the World's Premier Association of Financial Professionals.
He’s a multi winner of the FIVE STAR Wealth Manager Award.
As Advisory Council for Advicent (formerly EISI), Brian helped them develop one of the top financial planning software’s used today by insurance co’s, banks, brokerage, and other financial service organizations.
Prior to founding his firm he’s also credited for developing Prudential’s 'Mentorship Training
“My path to becoming a financial consultant started early on. As a child, my father says he use to send me to school with nickel and somehow I'd return with a quarter. Somehow I always managed to find a way to attain my desires no matter how challenging they sometimes seemed. Even back then I understood the importance of setting goals and sticking to them, and I recognized the power of keeping a budget and systematic savings.
With the desire to help others attain their financial goals, it only seemed natural to pursue a career as a financial consultant. After graduating with an associate’s degree I began by working for a large securities firm. The firm sponsored my formal education through the American College where I attained a Fellowship. Seeking out the top advisor in the company in hopes to learn and master the art of financial success together we developed a mentorship program designed to share the knowledge with other advisors.
Helping others identify and achieve their goals is what I love about being a Financial Consultant but in order to provide meaningful guidance without the conflicts that limited my ability to put clients first I started Highland Capital Financial Consulting. Today Highland Capital Financial Consulting is honored to be recognized by San Diego Magazine as a FIVE Star Wealth Management Firm.”