About Us
Brian David Breckenridge is a Financial Advisor that has worked in the Securities and Insurance industry since 1998. He is the sole owner of Breckenridge Tax & Financial Services and Single Member of Innovative Financial Advisors, LLC, an Investment Advisory Company. Our business office has relocated from San Ramon to Lincoln California in beautiful Placer County.
Brian Breckenridge, Owner/ Founder
Preparing for life’s financial needs is a challenging task in today’s volatile economy and fast paced environment. Individuals and families alike have unique goals and objectives that need continuous review and prudent planning. At Innovative Financial Advisors, we take a “Holistic” approach when reviewing our client’s financial situation. Our experience with financial planning, income tax and estate review enables us to discover areas of concern that our clients have in their overall plan and find solutions to these needs. As a Fiduciary, I believe looking out for my client’s best interest ahead of my own builds trust and initiates strong relationships.
Brian is a member of the National Association of Certified Financial Fiduciaries (NACFF), as well as the Foundation for Fiduciary Education Inc, (FFE) an IRS approved 501(c)(3) non- profit Organization. Through FFE, Brian teaches free classes on various financial topics to current and upcoming retirees in his local area.
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“Live life in the present moment and always make it a great day!”