Business Development Principal, CFP ®
Brearin is a CERTIFIED FINANCIAL PLANNER™ responsible for working with new clients to Golub Group, guiding them through the onboarding process. He also works with many of our firm’s strategic partners in order to develop new value-add opportunities.
Brearin comes to us from the Chicago office of TD Ameritrade, where he served as a Senior Financial Consultant. Previously, he founded Irvine Wealth Management and Financial Planning, a firm catering to wealthy Southern California families . He also served as a Paraplanner for Newport Wealth Advisors.
Brearin has been featured in Forbes, Yahoo Finance, Huffington Post, and NASDAQ. He has also completed Level 1 of the Chartered Financial Analyst exam and is currently working on completing this designation along with a Masters in Accounting. He received his degree in Business Administration from Colorado State University, and is also a first-degree black belt in Brazilian Jiu-Jitsu. Brearin currently lives in San Mateo.