 C. Brian Conners is a Certified Financial Planner (CFP) and Wealth Managmement Advisor for Professional Financial Advisors, Inc. (PFA), a Registered Investment Advisor. For over 22 years, in his role as a "Personal CFO" Brian has advised his clients on complex financial, tax, and investment decisions that have significant impact on their businesses and personal wealth. As their financial advisor he has been helping his clients attain their financial gioals more efficiently and effectively by providing them objective fee-based professional wealth management services.
In his business advisory roles, Brian has provided broad general management and business advise to numerous businesses and start-ups, helping them incorporate, creating pro forma’s for growth, preparing companies for outside financing, designing key executive compensation agreements, hiring key executives, developing executive incentive plans (i.e. ESOP’s, Qualified Profit-Sharing, 401(k). His experience includes consulting on business acquisition strategy, fostering strategic alliances, structuring key owner exit strategies as an entity purchase, asset purchase, and/or using an earn-out.
He has authored numerous books and articles including “Planning For the Golden Years With Variable Annuities”.
He is currently President of the Association of Professional Consultants, a non-profit that provides education and business development for independent consultants, and has been actively involved in charitable fund raising for the American Heart Association, and several Senior Centers.
Brian has a Bachelor of Science in Electrical Engineering from the State University of New York at Stony Brook and his Masters in Business Administration from Northrop University in Los Angeles. In addition he completed one year of Law School study at Western State College of Law in Irvine, California. He received the professional designation of Certified Financial Planner (CFP) and Accredited Tax Preparer (ATP) designations form the College for Financial Planning in Denver, Colorado. He is licensed with the National Association of Securities Dealers (NASD) and the California Department of Insurance (License #0661999).
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