Brian C. Conrad
Brian Conrad, co-founder of alfonso|conrad, is located in El Dorado Hills, California. A Registered Representative for Independent Financial Group, LLC., Brian holds FINRA Series 6, and 63 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 complete spectrum of mutual fund families, annuities and life insurance related programs.
Brian brings over 13 years of experience working with employees and employer groups in public education as a personal financial representative.
In addition, Brian utilizes his prior 18 year professional experiences to help educate clients about strategies designed to achieve financial security. He thoroughly enjoys his role assisting his clients in analyzing all the information necessary to develop a personalized financial plan.
A specialist in retirement planning, Brian is frequently invited to present educational seminars for schools, colleges, and professional education organizations. Brian has developed extensive knowledge in the Public Employee Retirement System (PERS) and the State Teacher Retirement System (STRS). Brian has earned a reputation for explaining difficult subjects in a style that is easily understood.
A long time resident of the Chicago area, Brian, his wife (for over 30 years) Amy, and their children moved to California in 1999.
Brian enjoys spending time with his wife and children and his first grandchild. In his free time Brian enjoys skiing and golfing.
CA Insurance Lic.# 0D88516