Meet Our Team

Brian Wiese is a Managing Director – Investment Officer, Senior PIM Portfolio Manager, and Institutional Plan Fiduciary Consultant. Brian brings a comprehensive and highly engaging consulting experience to his clients. By working alongside clients and assisting them across a wide spectrum of concerns, he not only supports the diverse needs of his clientele, but also brings forth both exceptional interpersonal and analytical skills. 

Brian started his career as a college intern at Merrill Lynch in 2003 and worked there as a Financial Advisor for nearly seven years prior to joining Morgan Stanley in 2012 and now Wells Fargo Advisors.  Forbes Magazine recognized Brian as a "Top Next-Gen Wealth Advisors Best-In-State"* in 2019 and a "Top Next-Gen Wealth Advisor"* in 2018. Along with the other team partners, Brian leads the Pinnacle Investment Group of Wells Fargo Advisors.

Brian graduated from the University of Houston, where he obtained a Bachelor of Business Administration with a concentration in finance, and emphasis in investments and portfolio management. Over the course of his career, Brian has continued his education by obtaining many industry-specific designations, including the CERTIFIED FINANCIAL PLANNER® certification and the Certified 401(k) Professional (C(k)P®) designation, the latter of which he earned through the UCLA Anderson School of Management Executive Education Program. He has also obtained the Chartered Retirement Plans Specialist (CRPS®) and Chartered Retirement Planning CounselorSM (CRPC®) designations through the College for Financial Planning.

Brian enjoys spending time with his wife and two young kids, trying new foods, hiking, boating, and traveling.



CA Insurance License Number: 1021345. Resident State: CA. 

<sub>^*2019 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

^*2018 Forbes Top Next-Gen Wealth Advisors: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.</sub>