Banner Wealth and Investment Services - Brian Pedroza
Meet Brian Pedroza ChFC®, VP and LPL Financial Advisor
Office: 909-256-5352 | Cell: 909-442-5948
Email: brian.pedroza@lpl.com
Address: 11930 E Foothill Blvd, Rancho Cucamonga, CA 91739
Check the background of investment professionals associated with this site on BrokerCheck® by FINRA.
Personal philosophy
Brian believes planning is vital to preparing for life’s expected and unexpected avenues, while having peace of mind in the present. As a Chartered Financial Consultant (ChFC), he enjoys helping people make educated decisions as they plan for the varied chapters of their lives, and he sees long-term investing as a wise and steady path to create wealth over time.
A customized approach
With a degree from the University of Phoenix, Brian began assisting people as a financial advisor in 2012. His respectful way of listening and getting to know clients was shaped by his experience as a hotel owner, which also gave him hands-on insight into the day-to-day world of business owners.
As an avid poker player, Lakers and Angels fan, and proud dad who enjoys watching his son’s baseball games, Brian understands that you need a balanced approach to planning for your future, while also providing for and enjoying your life today. He looks forward to working with you on a financial plan that fits your vision for today and your dreams for tomorrow.
A qualified advisor
- Certifications: FINRA Series 7, 63 and 66, registered through LPL Financial
- California Life/Health Insurance License #OH54466
Areas of focus
- Retirement planning
- Employer-sponsored plans
- Wealth management
- Life, disability and long-term care insurance planning
- Tax strategies
Contact Brian for a no-obligation consultation:
11930 E Foothill Blvd, Rancho Cucamonga, CA 91739
brian.pedroza@lpl.com
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA| SIPC). Insurance products are offered through LPL or its licensed affiliates. Banner Bank and Banner Wealth and Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Banner Wealth and Investment Services, and may also be employees of Banner Bank.
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Banner Bank ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
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