Brian Wells, RICP®, CEPA®

Brian brings extensive consulting experience across finance, risk management, investments, tax strategy, and wealth transfer. He began his career as a full-service wealth advisor in 2002, building a foundation that spans personal and business owner financial planning, portfolio management, insurance design, tax strategy, Social Security, Medicare, lifetime income planning, and legacy planning. Early in his career, Brian operated under a simple premise; people deserve honest, objective guidance. That belief has never wavered. Over the years, he grew through strategic partnerships that expanded his capabilities, while preserving his independence.

In 2025, he joined HUB International, where he continues to serve clients across the full spectrum of wealth management. Brian’s approach is built on a repeatable process crafted and refined over more than two decades. An attentive listener, he prioritizes client education and open communication, taking a financial planning-centric view of every relationship. He develops custom-tailored solutions meant to make a definable difference for the families he guides.

His investment philosophy extends well beyond conventional stocks, bonds, and cash. He incorporates a broader toolkit of portfolio strategies built to address income, risk, growth, and taxes across a variety of market environments. Brian earned a Bachelor of Science in Business Administration from California State University, Sacramento, with a double concentration in Finance and Risk Management/Insurance. He also holds the Retirement Income Certified Professional (RICP®) designation from The American College and the Certified Exit Planning Advisor (CEPA®) credential from the Exit Planning Institute, reflecting his deep expertise in retirement planning strategies and business transition.

In his free time, Brian enjoys coaching youth soccer and softball, playing golf, Jeeping/rock crawling, reading, and working around the yard.