Bryan is a Certified Financial Planner® and Chartered Life Underwriter with a diverse background in personal finance. He has worked with individuals and families with a wide range of investment management and financial planning needs. Prior to joining Personal Capital, Bryan served as a subject matter expert for a financial technology startup dedicated to helping users improve their financial health. He received his Bachelor’s degree in Business Management from the University of Colorado. In his free time, Bryan plays guitar and enjoys various outdoor activities with his family.