Wealth Management
& Financial Advisors
PROVIDING ADVICE WE USE.

CONTACT AN EXPERT
Spahr Financial Group, LLC
INVESTMENT ADVISOR - HUNTINGTON BEACH, CA.

CONTACT AN EXPERT

We are Certified Financial Advisors

Our Clients Trust Us to Act as their Fiduciary.

The very epicenter of what Spahr Financial Group offers is financial planning and wealth management because a well-designed solution simplifies life, builds confidence and provides confidence and success to our clients. We love what we do and our clients trust us enough to adhere to our word.

With a CERTIFIED FINANCIAL PLANNER™ on your team at Spahr Financial Group, you can rely on our commitment to the financial planning process, financial education, and professionalism. Furthermore, as Investment advisors who work for a Registered Investment Advisory firm (RIA), we act as a fiduciary under federal regulations, which means that our advice and recommendations are always in our clients’ best interest.

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Our Commitment to You

You have placed your confidence in us. In our words and actions, Spahr Financial Group is committed to:

PROVIDING A PERSONAL APPROACH
We endeavor to know and understand your financial situation and provide you with suitable advice, information, and solutions to help you pursue your goals. We will establish meaningful relationships with you and you heirs and integrate your family’s values into your wealth management plans. We will safeguard your information and maintain your confidentiality.

ACT IN YOUR BEST INTEREST
We will think of yourself or household as if it were our own and act only with the best interests in mind. Our only job is to make your personal financial situation stronger by increasing your net worth through strong planning. That means helping you implement strategies that provide both wealth creation and protection. All these components add greater control to your financial position and stability, and in the process, improve and simplify your life.

DELIVER INNOVATIVE SOLUTIONS
We will analyze your financial situation using proven techniques, strategies, software and affiliated partners. We will then deliver practical, long-term investment solution, not a product or platform, customized to meet your unique goals and dreams. We will include all areas of financial planning that will help keep you on track, and will map out a clear plan of action to take you from where you are to where you want to be in future.

SPAHR FINANCIAL GROUP, LLCProviding Advice We Use

Founder / Principal Bio

Brian L. Spahr, CFP©
Founder / Principal

PERSONAL: Grew up in Colorado & Montana, attended Montana State University at Bozeman, MT for his education. After graduating he moved to California, met his wife, married in 1999, and raised their their two children in Huntington Beach.

He enjoys traveling and adventuring with his family, volleyball, skiing, cycling, surfing, dirt biking, and working out to remain healthy and lead a positive lifestyle. He wants to reach the summit of Colorado’s 58 – 14,000′ peaks as well as the top 100 CO Centennials.

EDUCATION: BA – Bachelor of Architecture – Montana State University, 1989
CFP Professional Program – College for Financial Planning, 1996

LICENSES:  Registered Investment Advisor: SPAHR FINANCIAL GROUP, LLC; CRD #123900.
CFP: Certified Financial Planner, #067804, 2001

FINRA – Series 7: General Securities, Registered Rep., 1992
FINRA – Series 24: Registered Principal, 1992
FINRA – Series 4: Registered Options Principal, 1992
FINRA – Series 63: Uniform Securities Agent, 1992

CA DOI – Resident Ins. Producer, Accident & Health/Life-Only/Variable, #0C59068 1999

Member, FINRA Dispute Resolution, Board of Arbitrators: #A14915

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