Brian Raat Vice President, Investments - Wedbush Securities
As a CERTIFIED FINANCIAL PLANNER™ professional, I provide comprehensive & customized financial planning and wealth management services for individuals, families and businesses. I can offer fee-based or fee-only planning, based upon the client's needs or situation.
(818)226-6740 (818)226-6750 Fax
5855 Topanga Canyon Blvd Woodland Hills, CA 91367-4681 -
MAP
By getting to know and understand each of my client's individual needs and goals and also by coordinating with their attorneys, accountants, and other trusted advisors, I am able to customize a comprehensive financial plan that addresses each of their unique life goals and challenges.
Wedbush Securities is one of the largest securities firms and investment banks in the nation. Headquartered in Los Angeles, Wedbush has over 100 offices and over 125 correspondent offices nationwide.
Graduate Degrees
CFP® Certification
College Degrees
B.S. Bus. Admin.(Finance & Econ.) Univ. of Southern California
Speaking/Teaching
Experience
Coach in local youth soccer, basketball and volleyball leagues.
