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Brian Abad

Brian Abad

Vice President,
Financial Advisor

Financial Advisors

Brian Abad is vice president and financial advisor based in Roseville, CA.

CAPTRUST welcomed Brian to the firm in 2021. He has over 20 years of experience in the financial services industry. Brian strives to make the complex world of retirement plans easier for clients to understand. He specializes in retirement plans, employee education, and investments.

Brian joined us from Genovese Burford & Brothers—an independent wealth and retirement plan management firm—where he was a financial advisor. In this role, Brian worked alongside retirement plan committees to help them understand their fiduciary responsibilities and to help them offer the best possible retirement plan for employees.

Prior to Genovese Burford & Brothers, Brian was a retirement plan consultant with Marsh & McLennan Companies where he developed an in-depth understanding of retirement strategies, investment options, fiduciary responsibility, and regulatory policies. He holds a Bachelor of Science degree from the University of California, Davis.

When not helping clients, Brian can be found spending time with his wife and children. He also enjoys tennis, hiking, running, basketball, and reading in his spare time.

Education

  • Bachelor of Science degree in psychology from the University of California, Davis

Industry Involvement

  • Board Member, Western Pension & Benefits
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