Before his life as a financial planner, Brent spent 5 years obtaining his Bachelor of Science degree in Finance and a Minor in Economics from the University of Nevada, Reno. He worked at a local pizza restaurant and held roles as a bartender and assistant manager. Due to his experiences as a being people facing, he prides himself in knowing his clients on a personal level and aims to be a lifelong resource for his clients.
Brent now shares his life with his beautiful wife Morgan and they are raising an exotic bully dog named Gatsby.
Brent holds his Series 7, 63, 65, and Life and Health licenses, which enable him to deliver an abundance of solutions and create tailored financial strategies for his clients.
In 1969, my family left Hong Kong to begin a new life in the United States. As an adult, I’ve taken the values of my youth along with integrity and applied them to my own financial planning business. This allows me to help others not only achieve their goals but protect their families as well. During my 20 years in the financial industry, I’ve achieved the education necessary to assist others make informed decisions. I am a Chartered Retirement Planning Counselor (CRPS®) and have my Series 6, 7, 63, and 65 licensing. I am also Life Insurance Licensed in California, Nevada, and Arizona.
In my spare time, my life continues to be about family. I enjoy spending time with my two girls, Riley and Jordyn.
I am very pleased to announce that I have joined FFB Bank as a member of the Northern California team. It has been a pleasure working with Poppy Bank for the past three years, and my new role as Treasury Services Manager will allow me to devote my time and energy to introducing FFB Bank to my valued clients, and to provide exceptional banking solutions and superior one-on-one service. I have the privilege and flexibility of working closely with our local business community and nonprofits, which are my areas of expertise and my passion.
Whether you are considering expanding your business, seeking an infusion of capital, or just searching for the right financial partner, FFB has the services, solutions, and the know-how to help keep your business profitable.
We are a web-centric marketing agency committed to empowering local and small business owners. At Spark Digital Strategies, we understand the unique challenges and opportunities faced by local businesses. Founded with a passion for supporting local entrepreneurship, our team brings expertise in creating dynamic digital campaigns that drive tangible results.
Ron is a co-owner and the president of AZO Fitness, Inc., the corporate owner of Shapes Fitness for Women Dublin. Ron has nearly 15 years of military experience and over 20 years in the corporate world focused primarily and Sales and Marketing Operations leadership.
Fitness entrepreneur Razi Hasni and his wife Deanna opened Joya yoga studio in Livermore and has since expanded to Dublin and Pleasanton. Diablo Magazine named Joya Best Yoga studio in the East Bay from 2017-2021, and Best Cycle studio for 2021. Razi is a strong business advocate, he organized a coalition of business owners that lobbied Alameda County to allow fitness studios to re-open during COVID. He also serves on the Board for the California Fitness Alliance. Razi actively supports local non-profits such as Axis Community Health, Reins in Motion, Tri- Valley Nonprofit Alliance, Tri-Valley Haven, and local schools. Razi has lived in Dublin since 2013 and has a child who attends Dublin High.
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Shawn Cousins and his fiancé Beza recently opened BODYBAR Pilates in Dublin with plans to expand across the Tri-Valley area in the coming years. BODYBAR serves as a fitness community that just happens to be powered by Reformer Pilates and offers a variety of classes ranging in difficulty to challenge the athletic intensity of their community members.
Shawn earned dual degrees in Computer Engineering and Electrical Engineering from Drexel University, received an M.S. in Engineering from Northeastern University, and achieved an MBA from Columbia Business School.
Shawn, his fiancé (Beza) and their dog (Robi) are recent transplants to Walnut Creek. They are hopeful to deepen their roots across the East Bay community via networking opportunities, gaining increased perspective of the local business community and forming valuable connections with business and community leaders.