3541 Old Conejo Road, Suite 114
Newbury Park, CA 91320
Brian Padrick, a Southern California native, enjoyed growing up in the Conejo Valley and went to Oak Park High School. He graduated Cum Laude from UCLA in 1993, and an interest in investing quickly followed. After doing an internship at a stock trading firm in Beverly Hills, Brian worked at two publicly owned companies, followed by an 8 year career at a private high technology company, including their successful IPO in 1996. The company was acquired by a French conglomerate in 1999, providing Brian an opportunity to work in Paris for over a year. The financial and investment themes continued and Brian became a Financial Advisor for the large brokerage firm Edward Jones in 2003. Sound investment principles and putting investors first have always been of paramount importance, and Brian built a branch in Southern California that consistently earned awards for growth and customer service. With a process in place from the beginning and a long held belief that investing and planning go hand in hand, he earned the prestigious CFP designation. 2012 marked the exciting affiliation with LPL Financial and Cornerstone Wealth Management, where it became possible to take investor goals, objectives and integrity to a higher level. Brian serves clients in 12 different states.
In his spare time, Brian enjoys doing yoga, and outdoors swimming, cycling or hiking. He also has a passion for charitable causes and works with several in the community and across the country.
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