Meet Our People
Brian Ambrose was raised in San Gabriel, California. He moved to Northern California in 1977 to attend the University of California at Berkeley where he studied Economics and Accounting and received his degree in 1982.
In 1983, he married his college sweetheart, Marilyn. Brian and Marilyn reside in Concord, California. They have two adult sons, Michael and Kevin.
Brian has been in practice for over 35 years and works exclusively with people who are approaching or in retirement. He is an Investment Advisor Representative (IAR) and insurance licensed to provide a full range of financial services to his clients.
In the 90’s, Brian developed the Self Applied Financial Education (S*A*F*E) workshop for employees approaching retirement. He conducted these workshops for Bay Area corporations such as Nestle, PG&E, Homestake Mining and Hills Brothers Coffee. In addition, he has been a regular columnist in the Contra Costa Times.
Brian believes that each investor is unique and no single investment strategy is right for everyone. He believes it is essential to have every available investment and estate-planning tool at his disposal in order to benefit his clients. His goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, Brian hopes to establish a long and trusted relationship with you.
You can reach Brian directly by calling 925.906.4615 or emailing him at [email protected].
Dedee Santos – Executive Assistant
Dedee has a California Insurance License (#0G65093).Dedee was born in Guam, and she has seven brothers and sisters. She and her family moved to California in 1985 when her father retired. She is a very proud parent of 3 daughters Nina, Alexis, Alana, and her grandchildren.
You can reach Dedee directly by calling 925.906.4609 or emailing her at [email protected].