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When I was about 8 years old, my father taught me the value of saving money. He kept a chart on the wall in his office where I was in charge of tracking all the money I earned. Every dollar earned was separated into categories such as savings, college, church and spending. His system taught me the valuable lesson of spending less than I make.
As a financial advisor, I believe my most important job is to get to know you. Only after I understand your needs can I present solutions.
Whether you're planning for retirement, saving for college or just trying to protect the financial future for the ones you care for most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help ensure you stay on track or determine if any adjustments need to be made. Throughout it all, my team is dedicated to providing you top-notch client service.
I joined Edward Jones as a financial advisor in 2007. I became a limited partner in 2015. I have also served the firm as a field trainer, a legacy host and as part of the hiring team.
I earned a bachelor's degree from Brigham Young University - Hawaii, as well as a master's degree from the University of Phoenix. In addition, I received the AAMS® professional designation in 2012.
My wife, Tara, and I have three children: Elise, Jovi and Sundi. We enjoy traveling together as a family and spending as much time as we can outdoors.
We look forward to an opportunity to meet you!
- Retirement Income Strategies
- Estate & Legacy Strategies
- Charitable Giving
Office Address1434 S Mission Rd Suite B
Fallbrook, CA 92028
Phone NumberBrian V Schrock at (760) 731-3234
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:30PM|
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