C. BRIAN CONNERS, MBA, CFP

C.     Brian Conners is a Certified Financial Planner (CFP) with Professional Financial Advisors, Inc. (PFA), a Registered Investment Advisor. For over 20 years, in his role as a personal CFO to high net worth individuals, and successful business owners and business executives, he has been advising his clients on important tax and financial decisions that have had significant financial impact on their businesses and personal net worth. As their financial advisor he has been helping his clients reach their goals more efficiently and effectively by providing them objective fee-based professional money management services.

Brian has provided through his advisory roles 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.

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 FINRA and the California Department of Insurance (License #0661999)