Brian Koch Mba, Cfp®

Brian Koch, MBA, CFP® has a wide range of experience in the financial services industry. Currently, they work as a Senior Financial Planner at MissionSquare Retirement, a position they have held since October 2022. Prior to this, Brian worked at TD Ameritrade from May 2020 to May 2022, where they served as a Senior Financial Consultant. Brian also held the title of VP, Financial Consultant at Charles Schwab during the same time period. Before joining TD Ameritrade and Charles Schwab, Brian worked as a Wealth Advisor at Beta Wealth Group from February 2020 to May 2020. Brian was also a Private Client Investment Consultant at TD Ameritrade from October 2016 to February 2020. Brian has experience in regional consulting as well, having worked as a Regional Consultant at Principal Funds from August 2015 to October 2016. Before that, they served as a Senior Financial Advisor at UnionBanc Investment Services from March 2008 to August 2015. Brian began their career as a Financial Advisor at Ameriprise Financial Services, Inc. in August 2007, where they worked until February 2008. Overall, Brian Koch has more than a decade of experience in the financial services industry and has worked in various roles at reputable organizations.

Brian Koch, MBA, CFP®, obtained a Bachelor's degree in Finance and Financial Management Services from San Diego State University in 2006. In 2010, they pursued further education in Financial Planning and obtained the CFP® Certification from the Certified Financial Planner Board of Standards, Inc.

Brian went on to earn a Master of Business Administration (M.B.A.) degree from California State University-Sacramento, completing their studies in 2014. In addition to their formal education, they also obtained various certifications, including the CFP® Certification from the Certified Financial Planning Board of Standards in July 2012, and certifications such as CAIA Lite and Series 7, 66, Life from the Financial Industry Regulatory Authority (FINRA).