Brian Acard, AAMS®

Brian brings more than twenty years of financial industry experience with an emphasis on portfolio management, investment research, and retirement income planning to his role as a Financial Advisor and Research Associate. He delivers NWK Group services to private wealth and institutional clients. Brian’s conducts investment research and analysis.

Prior to joining NWK Group, Brian spent 17 years with Charles Schwab & Co., most recently in the role of Vice President, Financial Consultant in San Francisco.

Brian has a Bachelor of Science degree in Business Administration from State University New York.

Brian earned the Accredited Asset Management Specialist® designation from the College for Financial Planning. Brian enjoys hiking, cycling and spending time with his wife and two young children.