Brian Vosberg is focused on helping individuals achieve their retirement goals. He listens to his clients to fully understand their needs and goals to create financial strategies that are suited to their individual needs. Brian got his start in the industry in 2000 and founded Vosberg Wealth Management, an independent retirement planning and wealth management firm, in 2003.
Master of Science in financial services (MSFS) with a concentration in retirement income planning. Brian hosts "Your Total Retirement" radio show and is the author of, "The Complete Retiree's Guide to Social Security." In addition, he has shared his knowledge about retirement and Social Security planning with thousands of individuals through informational seminars.
Master of Science in financial services (MSFS) with a concentration in retirement income planning. Brian hosts "Your Total Retirement" radio show and is the author of, "The Complete Retiree's Guide to Social Security." In addition, he has shared his knowledge about retirement and Social Security planning with thousands of individuals through informational seminars.
Services
At Vosberg Wealth Management, we believe everyone should be able to live the retirement they've always wanted. Our team of professionals can help you create a well-thought-out strategy, using our Total Retirement Roadmap process, to help you address your financial needs and concerns.
Our Total Retirement Roadmap process is designed to focus on the five foundations of retirement: Income Planning which includes Social Security Planning, Tax Planning, Investment Planning, Health Care Planning and Legacy Planning.Our goal is to help ensure your expenses can be paid month to month with reliability and predictability for the rest of your life.
Our Total Retirement Roadmap process is designed to focus on the five foundations of retirement: Income Planning which includes Social Security Planning, Tax Planning, Investment Planning, Health Care Planning and Legacy Planning.Our goal is to help ensure your expenses can be paid month to month with reliability and predictability for the rest of your life.
We are looking forward to getting together with you. If you have any questions or require special assistance prior to your visit, please call our office at 626.358.5458. Are any of your children or grandchildren listed as joint owners on any of your accounts/assets? Please check off the accounts you currently hold and list the total amount in the box provided, and bring the latest statement in for your visit (Optional).
Reviews (17)
Dave K.
Oct 14, 2021
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Brian is extremely knowledgeable about investments, social security and the tax ramifications on our portfolio. He is the main reason we were able to retire early and maintain the same level of living we enjoyed before retiring. Brian is very down to earth and helps us understand all available options before we make any changes.
Honey G.
Jul 13, 2021
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Very valuable advice!
Brian is very knowledgeable and extremely helpful. He listened to my situation in detail and provided several options and advices for my retirement planning. He is different from other financial advisor because he's not trying to sell me anything but purely giving an unbiased advice.
I will definitely recommend my friends and families to consult with him for any financial planning.
Brian is very knowledgeable and extremely helpful. He listened to my situation in detail and provided several options and advices for my retirement planning. He is different from other financial advisor because he's not trying to sell me anything but purely giving an unbiased advice.
I will definitely recommend my friends and families to consult with him for any financial planning.
Enjoli J.
Dec 03, 2020
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Vosberg Wealth Management is a company we highly recommend because we are a by product of what this company can do for you. My husband and I are living a wonderful financial life that this company has helped us achieve.
Brian Vosberg is a man of great integrity. We advice people if you're seeking a person to help you make the best choices for wealth building. Is for you to interview them first. What does the person who you're about to trust your finances with do for themselves? Do they follow the wisdom they're giving you? You get people talking and they will tell you about themselves
Brian Vosberg is a man of great integrity. We advice people if you're seeking a person to help you make the best choices for wealth building. Is for you to interview them first. What does the person who you're about to trust your finances with do for themselves? Do they follow the wisdom they're giving you? You get people talking and they will tell you about themselves
Scott Lawrence Lawson
Aug 05, 2020
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Brian Vosberg is a great financial advisor, keeping you informed on the world of wealth and how you assets are doing. His long term view matches ours. The communication is prompt and easy because if the staff there. I have only been to the new office once but it looks amazing and we look forward to visiting again when we can.
Nick N.
Jan 05, 2018
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James P.
Sep 21, 2017
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Brian is extremely knowledgeable about financial planning, investments and their tax implications. He sat down with us for an hour, gratis, and he imparted a tremendous amount of information and helpful advice. I'm looking forward to working with him over the long-term as my family and I plan for college and retirement.
Jon R.
Sep 27, 2016
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Brian has been an amazing financial advisor to us. I have referred him to my sister in which he helped her get organized and on the right track to retirement. My sister was skeptical about meeting with Brian because she already had an advisor. At the end of the meeting she was pleased that Brian was not pushy and felt he genuinely wanted to help her. I just read that he was voted BEST FINANCIAL ADVISOR in San Gabriel Valley! He truly is a genuinely good person and has looked out for the best interest of me and my family.
A. Z.
Apr 24, 2016
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Over the past two years, Brian has helped me figure out how to best afford graduate school.
I've decided to pursue a Master's degree in social work, an expensive degree in a field that is definitely not known for its high salaries. However, after much soul-searching, I know that I wish to work in service helping older adults.
What I love about Brian is that he takes the time to assist you with money matters even when you're not a high roller. He clearly explains various reduced-risk ways of using money from income, savings accounts, retirement accounts, and student loans, for
I've decided to pursue a Master's degree in social work, an expensive degree in a field that is definitely not known for its high salaries. However, after much soul-searching, I know that I wish to work in service helping older adults.
What I love about Brian is that he takes the time to assist you with money matters even when you're not a high roller. He clearly explains various reduced-risk ways of using money from income, savings accounts, retirement accounts, and student loans, for
Emmy C.
Apr 20, 2016
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M. L.
Jun 23, 2015
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We are fortunate to have found Brian Vosberg at this point in our lives. He helped us integrate all of our financial concerns into a life plan. He made our retirement planning easy. He worked with our budget and advised us in all aspects of our investments, including taxation, income streams and long term health care. His advice is unbiased and he gave us multiple perspectives without any pressure.
Brian is always generous and patient with his time. Recently we were getting ready to sell our house and he gave us wonderful referrals to help us fix it to sell. He put us in touch with an excellent
Brian is always generous and patient with his time. Recently we were getting ready to sell our house and he gave us wonderful referrals to help us fix it to sell. He put us in touch with an excellent
Jasmine W.
Feb 26, 2015
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We found Brian through his strong yelp reviews and professional website. I also really like that he has multiple professional certifications, unlike some of the other financial planners we were looking at.
One afternoon I swung by to take a peek. His office is really easy to get to (close to Citrus College) with easy parking. I rang the doorbell (his office looks like a converted single family home) and his nice receptionist answered. I was impressed at her professionalism and how clean and sophisticated his office is. She helped me schedule a complimentary 1-hour consultation with Brian (they
One afternoon I swung by to take a peek. His office is really easy to get to (close to Citrus College) with easy parking. I rang the doorbell (his office looks like a converted single family home) and his nice receptionist answered. I was impressed at her professionalism and how clean and sophisticated his office is. She helped me schedule a complimentary 1-hour consultation with Brian (they
Bruce L.
Jul 08, 2014
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Danya D.
Dec 04, 2013
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Julie V.
Nov 10, 2013
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Five starts all the way! We met with Brian due to the raving reviews of others. We were not disappointed. He was thoughtful, intelligent, asked great questions, came up with a range of options, and viewed our family, and our financial concerns from a very holistic standpoint. I'm always prepared to be a little guarded when it comes to the world of finances. Brian's presentation and demeanor quickly put me at ease. There was nothing registering on the BS-O-meter!! :) Check him out and you will find that he has impressive qualifications and the character to back it all up.
Ryan A.
Sep 01, 2011
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Vosberg & Associates is an amazing BNI partner of mine and a true friend. Brian's knowledge of the industry and his techniques for saving for your children's future are unmatched! He is my personal CFP and I've even referred my parents to him. He listens to your needs and implements plans to help protect your family in the future. He is as good as it gets!
Gina W.
Aug 22, 2011
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Brian Vosberg has been a very valuable resource for me and my clients that are looking to build their financial futures that shield their assets on a personal and/or business level. One of his specialties include the assurance that his clients are in compliance with their profit sharing plans. Compliance regulations and reporting of data on these plans can hold a business owner personally liable. Due to the burdens that employers face everyday Brian's expertise gives them one less thing to worry about. Call him you won't be disappointed.
Raoul A.
Aug 16, 2011
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When it comes to financial planning, Brian Vosberg maintains an impressive amount of knowledge. He as helped out my wife and I get our estate in order by referring us to a fantastic estate attorney. Additionally, he has created an investment strategy that makes sense for our family by doing a wonderful job of re-positioning our investment assets and our life insurance so that we have more control over our financial future. I would recommend Brian Vosberg of Vosberg and Associates to anyone.
Thank you,
Brian
Thank you,
Brian
