How I can help you

I can help early stage businesses create a roadmap to success through planning, strategy, and financial projections to assess viability. As an entrepreneur with a diverse background in structural engineering, construction, product development, patents, and now in financial services as an advisor, I am able to provide insight in many areas of business planning and growth.

Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Manufacturing & Product Development
  • Business Operations

Industry Experience
  • Banking, Finance & Insurance
  • Home or Personal Maintenance Services
  • Manufacturing & Industrial
  • Professional & Business Services


BS in Engineering Technology Construction

Cal Poly Pomona in 1989

Currently hold Series 7 & 66 registrations, plus life and health licenses.

Brian D. Wheeler

Communication Methods

  • In Person
  • Phone
  • Video