Brian Kofoed is a wealth management financial advisor based in Costa Mesa, CA.

Brian focuses on business development and cultivating strong relationships with financial advisors. He engages prospective clients to articulate the firm’s investment approach and demonstrate how its services align with their needs.

Brian brings more than 19 years of experience across advisory, consulting, and leadership roles within the financial services industry. His career has included serving as an advisor, coach, and people leader. Over the course of his work, he has contributed to teams in Utah, California, and now Nevada.

Brian earned his Bachelor of Science degree in business marketing from Southern Utah University and his Master of Business Administration from the University of Utah.

Outside of work, Brian is heavily involved in his children’s athletic activities. As a father of three, two boys and one girl, he spends much of his time at practices and games, supporting their teams and often helping coach from the sidelines. He also enjoys relaxing with sports, spending time outdoors, and traveling when possible.