Nash Retirement Planning & Wealth Strategies

Specialties

Our primary goal is to help you control your own finances, take control of your life and have financial peace of mind.

As an independent retirement planning firm, we provide proven, unbiased solutions to minimize risks and taxes, while maximizing gains with reliable, state-​of-​the-​art financial tools and systems.

Specialties: We are the only Retirement Firm that offers you this 3 Point Guarantee of Service! 1. You will receive a personal and in depth comparative analysis of your current financial status with recommendations to help you achieve your projected retirement needs and wants. 2. You will receive a variety of solutions that best match your desire to enjoy a lifetime of guaranteed retirement income. 3. You will receive the education and guidance you need to better understand your personal retirement plan and live a stress-​free, comfortable life.

We are prepared now, to help you become prepared for your future.

Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/​dealer, investment advisor and member FINRA/​SIPC. 6187 Carpinteria Ave, Carpinteria, CA. 93 013, (800) 874‑6910. Nash Retirement Planning & Wealth Strategies and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by Nash Retirement Planning & Wealth Strategies.

History

Established in 1984.

Brian Nash has worked since 1984 in serving the Southern California area as a Retirement Planning Specialist. Brian is the Founder/​CEO of Nash Retirement Planning & Wealth Strategies. His clients commonly tell him he has a unique ability to simplify the complex process of retirement planning.

Brian’s commitment to taking the time to listen and understand his client’s needs allows him to offer personalized and customized solutions and is the guiding force behind his company’s mission statement which states: «Our primary goal is to help you control your own finances, take control of your life and have financial peace of mind.»

One of the stepping stones to Brian’s continued success is attributed to his education and graduation in 1983 from BYU with multiple degrees in Finance, Accounting and Economics.

Meet the Business Owner

Brian N.

Business Owner

Brian Nash’ Noted Professional Achievements

* Professional Licenses Include: Series 7, 24 and 63

* Life, Accident & Health and Variable contracts

* Professional Speaker at Retirement and College Planning Workshops

* Published Author

You may have already known or recognized Brian from some of the movies and TV shows in which he appeared. He is a lifetime member of the Screen Actors Guild. From the age of 5 to 20, Brian worked as a professional actor and played Andy in the movie, The Thrill of It All starring Doris Day and James Garner. He also was one of the stars on the hit TV series, Please Don’t Eat the Daisies and he was Buddy on the TV series Mickey, starring Mickey Rooney. He also made guest appearances on: The Brady Bunch, The Flying Nun, The Munsters, The Dick Van Dyke Show, Daniel Boone, The Wild Wild West, The Virginian, My Three Sons, Bewitched, Isis, Land of The Giants, The Invaders, A Man Called Shenandoah, Many Happy Returns & Bob Hope Presents the Chrysler Theater