Director of Business Developement
Brian Davis, a Self-Directed IRA specialist, has been serving Southern California since graduating from UC Santa Barbara in 2001. Having previously worked with many reputable companies within the mortgage industry and insurance industry, he has focused on the Self Directed IRA industry for the last 5 years. The opportunities with Accuplan as Director of Business Development for the last couple of years have cemented Brian as a trusted advisor in the Self Directed retirement arena.
With over a dozen years of experience in financial services, Brian brings a wealth of knowledge not just on self directed retirement planning, but also on life insurance, annuities, real estate investing, trust deed investing, Crowd Funding, and personal financing amongst others. Brian enjoys assisting clients and business partners alike by providing a variety of educational programs that range from an overview of the basics to advanced investing by using a Checkbook IRA or a self-trusteed Solo 401(k) plan. Brian is able to gather from his own Self Directed IRA investing to truly help guide his clients in their endeavors.
Brian grew up in Northern California in a multi-generational family agricultural business. Working in the business allowed him to gain a deep understanding of the challenges faced by the small entrepreneurial business owner, providing him the ability to empathize well with his clients, many of whom are also entrepreneurs. After opening over one thousand Self Directed accounts and handling thousands of transactions, Brian can help you invest in alternative investments with your retirement funds.Account Application