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BRIAN OARD
Brian is based of our Century City, California office and is the lead advisor who helps clients with complex balance sheets and family dynamics think through the issues and find solutions that may lead to better outcomes. Brian’s clients and their advisors have come to count on him for his relentless execution and attention to detail. He thinks three to four steps ahead and is able to proactively anticipate challenges for his clients. Brian leads a team of professionals who provide
- Comprehensive planning,
- Trust
- Investment management,
- Family office, and
- Private banking solutions.
Brian has more than three decades of experience helping clients with issues such as investment management, risk management, business succession, and retirement planning. Prior to joining Wilmington Trust, he was a top producer at both Northern Trust and BNY Mellon. Brian was also an adjunct professor at California Lutheran University where he taught employee benefits and retirement planning for their CFP certification program.
Brian has attained the following educational and work experience:
- He holds a bachelor’s degree in history from the University of California at Davis
- CFP® professional having earned the CERTIFIED FINANCIAL PLANNER™ designation.
- CEPA - Certified Exit Planning Advisor designation
- California Life & Health Insurance License
- California Property & Casualty Insurance License
- Brian was commissioned as a United States Marine Corps Infantry Officer in 1989.
- He was awarded the Naval Achievement Medal with combat distinguishing device for action during Operation Desert Storm.
- He also took part in the humanitarian relief operations during Operation Restore Hope in Somalia in 1993.
- Brian had the good fortune of serving under the command of then Major John Kelly and Lieutenant Colonel James Mattis during his service in the Marine Corps.
Brian serves on the Scarlet and Gold Committee of the West Coast Gala for the Marine Corps Scholarship Foundation.
Brian is also an active golf member at Sherwood Country Club.
He lives in Thousand Oaks, CA with his wife Sandy and two daughters, Brianna and Athena.
Brian is based of our Century City, California office and is the lead advisor who helps clients with complex balance sheets and family dynamics think through the issues and find solutions that may lead to better outcomes. Brian’s clients and their advisors have come to count on him for his relentless execution and attention to detail. He thinks three to four steps ahead and is able to proactively anticipate challenges for his clients. Brian leads a team of professionals who provide
- Comprehensive planning,
- Trust
- Investment management,
- Family office, and
- Private banking solutions.
Brian has more than three decades of experience helping clients with issues such as investment management, risk management, business succession, and retirement planning. Prior to joining Wilmington Trust, he was a top producer at both Northern Trust and BNY Mellon. Brian was also an adjunct professor at California Lutheran University where he taught employee benefits and retirement planning for their CFP certification program.
Brian has attained the following educational and work experience:
- He holds a bachelor’s degree in history from the University of California at Davis
- CFP® professional having earned the CERTIFIED FINANCIAL PLANNER™ designation.
- CEPA - Certified Exit Planning Advisor designation
- California Life & Health Insurance License
- California Property & Casualty Insurance License
- Brian was commissioned as a United States Marine Corps Infantry Officer in 1989.
- He was awarded the Naval Achievement Medal with combat distinguishing device for action during Operation Desert Storm.
- He also took part in the humanitarian relief operations during Operation Restore Hope in Somalia in 1993.
- Brian had the good fortune of serving under the command of then Major John Kelly and Lieutenant Colonel James Mattis during his service in the Marine Corps.
Brian serves on the Scarlet and Gold Committee of the West Coast Gala for the Marine Corps Scholarship Foundation.
Brian is also an active golf member at Sherwood Country Club.
He lives in Thousand Oaks, CA with his wife Sandy and two daughters, Brianna and Athena.
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- Website:
https://wilmingtontrust.com - Phone: 18052797102
- Email:
board@wilmingtontrust.com - City: Thousand Oaks
- State: California
- Postal Code: 91362
- Country: United States
- Designations:
BRIAN OARD
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2022 Colorado State of Owner Readiness Quick Look Brochure
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2023 National State of Owner Readiness Report
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2024 State of The Institute
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2024 Webinar Series
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A Look Into Pressure Solutions Inc.: An Exit Planning Case Study
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Access My Courses
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Business Attractiveness Scorecard
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Case Study: A Framework to Build Value
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Case Study: A Framework To Build Value In Your Business
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Case Study: How to Strategically Build Transferrable Value
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Case Study: Human Capital, The Exit Planning Institute
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Case Study: Human Capital, The Exit Planning Institute
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Case Study: The Value of Transitioning a Business to its Employees
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Case Study: The Value of Transitioning a Business to its Employees
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Case Study: Value Acceleration
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CEPA: 2024 APR | Online
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CEPA: 2024 AUG | Online
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CEPA: 2024 FEB | Online
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CEPA: 2024 JAN | Online
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CEPA: 2024 JUL | Online
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CEPA: 2024 JUN | Online
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CEPA: 2024 MAR | Online
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CEPA: 2024 MAY | Online
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CEPA: 2024 OCT | Online
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CEPA: 2024 SEP | Online
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Chapter Logos
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Decentralizing the Business Owner
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Decentralizing the Business Owner
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EPI Chapter President Circle Meeting Notes
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First Steps
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Five Stages of Value Maturity Infographic
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Five Stages of Value Maturity Infographic
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From Successful to Significant Whitepaper
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Infographic: Decentralizing the Business Owner
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Infographic: Five Stages of Value Maturity
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Infographic: The 5 D's
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Infographic: Who Has a Seat at the Table
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Intangible Capitals Make Or Break Your Business Whitepaper
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Know Your Gaps
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Stage 1: The Value Maturity Index - Identifying Value
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Successful to Significant Whitepaper
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The Impact of Unplanned Consequences on Business Value Whitepaper
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The Value Acceleration Methodology
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The Value Acceleration Methodology Infographic
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Understanding Your Business Value Whitepaper
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Understanding Your Business Value Whitepaper
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Walking You Through the Perfect Exit Whitepaper
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