Brian Tinker, CFP® AIF®
Nickname – “Tink”
Brian decided to utilize his tax preparation and investment selection skills and chose to pursue a career as a Financial Planner in 2002. He helped his father prepare tax returns at an early age and turned his attention to stock selection as an equity analyst in 1999. Shortly after experiencing the bear market at the turn of the millennium, he decided to become a financial planner to help individuals prepare themselves financially for life after work. He integrates a comprehensive, multi-disciplinary financial planning process that is goal-oriented and includes: Cash flow management and budgeting, Risk management, Investment and Tax management, Retirement planning as well as Estate planning.
Brian takes a holistic approach to financial planning recognizing all areas of finance affect a client’s ability to reach goals and objectives. As a CERTIFIED FINANCIAL PLANNER® professional and an Accredited Investment Fiduciary® designee, he upholds his ethical and legal responsibility to put client needs first when creating strategies to help them achieve their financial goals and objectives.
An education from UCLA, multiple securities and insurance licenses, the CFP® and the AIF® certifications have prepared Brian to help his clients achieve their goals and desired standard of living within the framework of industry laws and regulations.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and federally registered CFP® in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements. The Center for Fiduciary Studies owns the marks AIF® and AIFA®, which it awards to individuals who successfully complete initial and ongoing accreditation requirements.
What do you like about working at Bridge?
It offers structured autonomy to facilitate the process of finding the best financial solution for each individual client. I feel trusted to make the right decisions for the right reasons. The company understands a life / work balance and permits the necessary flexibility for each of us to pursue personal fulfillment.
What’s your background?
1. Native Los Angeleno blessed with the privilege and obligation to help others. I loved life as a student graduating from Loyola High School of Los Angeles and UCLA earning a BA in Social Psychology with a business emphasis. Learning promotes growth and fulfillment, and I continue to enjoy broadening my knowledge base, which helps myself as well as others. I had an opportunity to work for Banc of America Securities as a Telecommunication Semiconductor Analyst in San Francisco before moving back to LA to join my father’s tax practice and provide his clients honest financial advice in their best interest. When my dad retired, I aligned myself with Bridge Advisory for additional resources and support to add as much value as possible for the clients I assist.
What are the Bridge Advisory Core Values that drive you?
Your top three favorite Podcasts/Books?
Catcher in the Rye – JD Salinger, TED Talk Podcasts, Serial Podcast
What do you enjoy doing when you are not working?
Spending time with family and friends, preferably watching or playing sports.