Brian Park joined Lido Advisors, LLC as Vice President in January 2020. As one of Lido’s experienced wealth advisors, he helps successful individuals and families navigate their complex financial needs. He is committed to building custom solutions that address key areas of investing, estate planning, and tax management.
In addition to providing meaningful advice for his clients, Brian possesses a deep passion for understanding their unique stories and takes satisfaction in working with them to achieve their dreams and desires. Brian relishes the study of his craft through the continual reading of current financial publications, attending annual conferences by industry-renowned experts, and strategizing client scenarios.
Prior to joining Lido, Brian worked in real estate development with The Pulte Group for six years, was Director of Business Development for RIA Chon & Polsky for three years, and recently came to us from Wells Fargo’s Private Bank where he spent eight years. Brian grew up in La Cañada Flintridge, California and received his undergraduate degree from The Marshall School of Business at The University of Southern California. He currently holds the Series 7 and 66 security licenses, as well as the CA Life and CA Real Estate Licenses. He enjoys spending time with his wife and daughter, serving at his church, and playing sports in his free time.