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Our financial advice team


Brian Wilverding, Associate Manager serving the San Diego, CA area - Ameriprise Advisors

Brian Wilverding

MS, CFP®, CRPC

Associate Manager

Managing Director
OWL Wealth Management

An Ameriprise Private Wealth Advisor

21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Investments
  • Family Finances
  • Wealth Preservation Strategies
  • Saving for Education
  • Domestic Partner Planning
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • FINRA Series 7
  • FINRA Series 66
  • California Life & Health

Education

  • Boston University: Bachelor of Science in Business Administration -Finance and Operations Management
  • College for Financial Planning: Masters of Science - Personal Financial Planning

Awards & recognition

  • OWL Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Five Star Wealth Manager, 2012-2024
  • Ameriprise Circle of Success, 2013, 2015-2023
  • Ameriprise Outstanding Leader Award, 2020
  • OWL Wealth Management, Ameriprise Client Experience Award, 2020-2023
  • Ameriprise Ultimate Digital Excellence Award, 2021-2023
  • Premier Protection Award, RiverSource Life Insurance Company, 2014

Professional associations

  • The San Diego Stock & Bond Association
  • High Rise Networks

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Be The Match: Lymphoma & Leukemia Society Bone Marrow Donor
  • V Foundation for Cancer Research Donor
  • The American Society for the Prevention of Cruelty to Anim
  • Habitat for Humanity Volunteer

Interests

  • Traveling the world with my beautiful wife Lauren
  • Spending time swimming, at the zoo and fighting off the Zombie Apocalypse with my sons Thomas and Nicolas and our Mini Golden Doodle, Carlos
  • Working on my Surfing Skills at Trestles
  • Tough Mudder, Spartan Race and Warrior Dash Finisher
  • Trying to consistently break 100 in a round of Golf
  • Wine & Whiskey Tasting Enthusiast
  • Crossfit
  • Kayaking through the Dana Point Harbor and along the La Jolla Shores
  • Deep Sea Salt Water Fishing

Honored to be recognized in Forbes

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, OWL Wealth Management has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. I’m so grateful for this honor, for my clients’ trust and for the dedication of our entire team.