Brian Conrad, co-founder of alfonso|conrad, is based in El Dorado Hills, California. An Investment Advisor Representative (IAR) for Independent Financial Group, LLC, Brian holds FINRA Series 6, 63 and 65 registrations. He is also licensed with the California Department of Insurance for Life, Disability, Long-Term Care Insurance, and Variable Annuities. Through his practice, Brian represents a full spectrum of investments.
Brian brings more than 19 years of experience serving employees and employer groups in public education as a personal financial advisor. He also draws on 18 years of prior professional experience to help clients understand strategies designed to support long-term financial security. He takes great pride in guiding clients through the information and decisions needed to build a personalized financial plan.
A specialist in retirement planning, Brian is frequently invited to present educational seminars for schools, colleges, and professional education organizations. He has developed extensive knowledge of both the Public Employee Retirement System (PERS) and the State Teacher Retirement System (STRS), earning a reputation for explaining complex topics in a clear, approachable way.
Originally from the Chicago area, Brian, his wife of more than 40 years, Amy, and their children relocated to California in 1999. Outside of work, Brian enjoys spending time with his family-especially his first grandchild-and can often be found skiing or golfing in his free time.
CA Insurance Lic. #0D88516