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Brian Tinker, CFP® AIF®
Managing Director
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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.
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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.
“Life moves pretty fast. If you don’t stop and
look around once in a while, you could miss it.”
– Ferris Bueller
“That person who helps others simply because it should
or must be done, and because it is the right thing to do,
is indeed without a doubt, a real superhero.”
– Spider-Man: into the Spider-Verse
What are two interesting facts about you?
I run to meditate – breathe to live; breathe in cadence to run: in-in, out-out, in-in, out-out; 1-2, 1-2, 1-2, 1-2… so hypnotic is my meditative breathing cadence, I actually feel asleep on the treadmill the first time I tried it (KABOOM). Note to self, “keep eyes open when running to meditate.”
I can only sing well when no one is listening, “fa la la la la la la la la…” If no one is listening when I sing, will I still make noise?”
What is something [people in your industry/niche] have to deal with that you want to fix?
The perception that a friend shouldn’t be your financial advisor. If your financial advisor isn’t already your friend, you should find ways for him/her to become one.
What do you do at Bridge?
Wealth Advisor committed to helping each client find the right financial solutions for them to achieve personal fulfillment.
What are your credentials/past experience, for working in your position?
I have prepared individual tax returns and analyzed telecommunication semiconductor companies during the dot com boom and bust. I have my Life Insurance license and CFP® certification and have given clients financial advice for nearly 20 years.
What’s your Archetype?
Protagonist Personality, ENFJ-A
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?
Client-focused integrity
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.