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Brian Levy | Founder

Brian Levy is the founder of BML Wealth Management. He has more than 10 years in the financial services industry and holds a BA in Business Economics from the University of California, Santa Barbara.

He is independently licensed in both Securities and Insurance to provide the most comprehensive approach for his clients. He currently holds the Series 7 and Series 66 securities licenses and is licensed in life & health insurance in every state. Brian engages his clients on a fee-basis which allows him to act in a fiduciary capacity, the highest standard of care.

Brian is a southern California native and currently resides in Irvine with his beautiful wife and two daughters. He most enjoys spending time with his family and friends.

CA Insurance License #0E50344

***Check the background of this investment professional FINRA's BrokerCheck*** 

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at or call us at (949) 682-9105 today!

By contacting us, you may be offered information regarding the purchase of insurance and investment products.



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Who We Are / Our Focus
Meet the Team

The advisors at BML Wealth Management have more than 30 years combined experience helping retirees and pre-retirees plan for retirement.

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What We Do

Our financial strategies and asset management services are tailored to help you meet your financial goals.

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Investment Advisory services offered through Cooper Financial Group, an SEC Registered Investment Advisory firm. California Insurance License # 0E50344 & # 0B66858. BML Wealth Management & Cooper Financial Group are not affiliated with any entity listed below.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

All complimentary white papers and reports are provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.