Meet the professionals who can help you
Pursue Your Goals
We help individuals and families pursue their ideal retirements.
MEET THE TEAM
The team behind BML Wealth Management is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
As the founder of BML Wealth Management, Brian Levy works each day to ensure his clients feel comfortable and confident as they plan for their retirement future.
When Brian chose to work for a boutique wealth management firm instead of a large financial firm, Brian’s parents never failed to support his decisions — even when they weren’t easy to make. They always had his best interest at heart, not their own.
It’s that same support that Brian shows his clients at BML Wealth Management. Whether clients are in need of asset protection strategies, long-term care, inheritance planning or an IRA rollover — or anything in between — Brian is there, ready to support them to make the best decisions for their future.
Brian is an Investment Advisor Representative, has passed the Series 66 securities exam, and is licensed in life and health insurance in California, allowing him to plan comprehensively for clients and act as a fiduciary. He also has a bachelor’s degree in Business Economics from the University of California, Santa Barbara.
In his free time, Brian loves to spend time with his wife, Ruth — his childhood sweetheart — their two daughters, Malina and Leila, and their son Sam. To this day, his mother is one of Brian’s biggest inspirations. When he’s not with family, Brian can be found cheering on his favorite team: the Los Angeles Clippers.
California Insurance License #0E50344
Shane is a partner at BML Wealth Management and has over 20 years of experience in the financial and insurance industry. He has passed the Series 7, 63 and 65 securities exams and holds life, health, disability and long-term care insurance licenses.
Shane is a lifelong resident of Orange County and lives in Newport Beach, California, with his wife, Tiffanny, and their daughter, Piper, and son, Beck. His interests outside of work include coaching his children’s sports, enjoying live music, concerts and outdoor sports, and traveling with family.
California Insurance License #0B66858
Natalie ShirleyDirector of Operations
Anthony Serrano, CFP®Advisor
Alexander JenkinsNew Business Specialist
Clancy LackeyNew Business Specialist
Candace HorveClient Service Specialist
Leslie AyalaMarketing Coordinator
Ready to take
The Next Step?
For more information about any of the products and services we provide, schedule a visit today or register to attend a seminar.