Brian Boll has served in the financial services industry for over 20 years. He has a bachelors’ degree in Finance from California State University, Fresno. Prior to his employment at Heritage Family Offices, he worked at the leading financial firms of Wells Fargo Advisors, Chase Investment Services, and Charles Schwab. Brian specializes in developing in-depth financial plans for his clients. This combined with his extensive knowledge of investment management, retirement planning, specialized lending, and insurance helps him assist his clients in meeting all their wealth management goals. Brian is an avid mountain biker and enjoys spending time with his wife and grandchildren.