Brearin is a Certified Financial Planner™, responsible for working with new clients to Summitry, guiding them through the onboarding process. He also works with many of our firm’s strategic partners in order to develop new value-add opportunities.
Brearin comes to us from the Chicago office of TD Ameritrade, where he served as a Senior Financial Consultant. Previously, he founded Irvine Wealth Management and Financial Planning, a firm catering to wealthy Southern California families . He also served as a Paraplanner for Newport Wealth Advisors.
Brearin has been featured in Forbes, Yahoo Finance, Huffington Post, and NASDAQ. He has also completed Level 1 of the Chartered Financial Analyst exam and is currently working on completing this designation along with a Masters in Accounting. He received his degree in Business Administration from Colorado State University, and is also a first-degree black belt in Brazilian Jiu-Jitsu. Brearin currently lives in San Mateo.