Brian Bucell, CFP®, serves as the Managing Partner at Crestview Capital Management and holds a board member position at Aculis. With a background as a Financial Advisor Intern at Morgan Stanley, Bucell has developed expertise in financial planning, investment advisory services, and client portfolio management. Professional experience includes roles as Vice President of Finance at the Management Association of California State University Northridge, Marketing Assistant/Para Planner at Lincoln Financial Advisors, and Wealth Advisor at Steel Peak Wealth Management, LLC. Educational qualifications include an Associate of Arts in Business from Moorpark College, a Bachelor of Science in Business Administration with a focus on Financial Planning and Services from California State University-Northridge, and a Certificate in Financial Planning from Pepperdine Graziadio Business School.
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