Managing Member
BRIAN LEVY
Brian is the managing member of West Wealth Group as well as the founder & president of BML Wealth Management.
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.
It’s that same support that Brian shows his clients at BML Wealth Management. Whether clients are in need of asset preservation 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