Brian Hale

Location - Dana Point

When Brian was 12, students from Clovis High visited his class to talk about the stock market. They put on a mock-investing competition and after Brian won, his love for investing grew. In 2003, with a degree in Finance from Fresno State, he started his career at Morgan Stanley. Wanting to serve clients on his terms, he went independent in 2012 and shortly thereafter met future business partner, Gary Lamb. The dream of opening their own office came true in 2015 and in 2017 they affiliated with LPL Financial. Brian often tells clients that he can guide them on "anything with a dollar sign in front of it" and specializes in Investment Planning, Estate Planning Strategies, Tax Planning Strategies and Financial Planning.

In 2001, Brian married his high school sweetheart, Jacinda, and became quickly outnumbered with three daughters. (Even their dog, Laguna, is a girl!) The family loves doing anything together, which usually includes wandering around Dana Point, with a Bear Coast coffee in hand enjoying their coastal town. Before the workday starts you'll find Brian surfing at Boneyard or working out in his garage. He also enjoys golf, the outdoors and a smooth reposado tequila.