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.