Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
Brian D Lundberg
San Marcos, CA 92078 call Brian D Lundberg at (760) 752-9733 Request an Appointment
I help my clients identify and articulate their life's goals and aspirations and then design financial strategies they can employ to successfully move into their future with confidence.
My goal is to learn what's most important to you and then provide relevant information about your options so you are fully informed and empowered to make choices for you and your family.
As residents of North County since 1989, my wife, Debbie, and I have twin daughters attending college locally. We enjoy being active in our equestrian and faith communities and love spending time at the beach or on a local golf course.
If you would like me to serve as your chief advocate in reaching your goals and aspirations, I would be honored to speak with you.
Let's connect and begin this amazing journey together.
My Personal Interests
- Golfing
- Traveling
- Baseball
- Hiking
- Horseback Riding
Office Information
Office Address
334 Via Vera Cruz Suite 254San Marcos, CA 92078
Phone Number
Brian D Lundberg at (760) 752-9733Branch Team
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Sat | Closed |
| Sun | Closed |
Connect on Social
Branch Team
More to explore
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.
Learn More