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Brian Abad, CPFA®

Brian Abad, CPFA®

Vice President,
Financial Advisor

Financial Advisors

Brian Abad is an institutional retirement plan 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 Arts degree from the University of California, Davis. Brian currently serves as a Board member for the Sacramento Chapter of the Western Pension & Benefits Council, which is a nonprofit organization that serves the Retirement Plan and Pension industry.

When not helping clients, Brian can be found spending time with his wife and children.

Education

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

Industry Designations

  • Certified Plan Fiduciary Advisor

Industry Involvement

  • Board Member, Western Pension & Benefits
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