Brian Douglass
CCO & Financial Advisor
Designations & Licenses: CFP® AIF® EA
Brian is passionate about helping others pursue their retirement aspirations. He leads our compliance efforts as Chief Compliance Officer for Financial Advisors Network, Inc., our SEC-registered investment advisory (RIA) firm. Currently serving well over 100 families, Brian incorporates a team approach to create individualized, holistic retirement plans with risk-appropriate investment portfolios for FAN advisory clients. He seeks to address estate and tax planning needs with each individualized plan.
Brian holds the following licenses and certifications:
- CFP® Professional (CERTIFIED FINANCIAL PLANNER™)
- Life, Health & Accident Insurance Licenses (California)
- Property & Casualty Insurance Licenses (California)
- Series 66 – Uniform Combined State Law Registration (Financial Advisors Network, Inc.)
- Enrolled Agent (US Treasury / Internal Revenue Service)
Federally licensed as an Enrolled Agent tax professional with unlimited rights to represent taxpayers before all levels of the IRS, Brian has the expertise to provide tax planning help to our advisory client households, trusts, and estates. Brian assists other advisors at FAN with creating tax-efficient income strategies for retirement, structured investment planning, and strategies for tax harvesting and other transactions that seek to minimize taxation of investment gains for our advisory clients and their families.
Before joining FAN, Brian leveraged his financial acumen to become Vice President of Insurance Company Operations for the Property and Casualty Division of Amwest Insurance Group, Inc., a publicly-held insurance holding company listed on the American Stock Exchange. Brian received a B.A. in economics at the University of California, Irvine, a B.A. in Business Administration, and a B.A. in Accounting from California State University, Fullerton.
He and his wife Eva have been married since 2000 and reside in Tustin Ranch. Eva is a successful businesswoman who works in the nonprofit sector helping disadvantaged children and families.
Together, they have two beautiful young children. Their son Sterling is a talented pianist, gymnast, and future robotics engineer. Additionally, their daughter Chloé is instant friends with everyone she meets and is very passionate about protecting animals. As a family, they enjoy attending classical music concerts as well as getting outdoors for skiing, hiking, biking, or kayaking in Newport’s Back Bay.