Brian Rambo, CFP®, is the founder and president of Rambo Wealth Management. Beginning in the financial industry in 2004, Brian worked for Morgan Stanley and Edward Jones, and in 2008 joined a small independent broker dealer in Folsom, CA. At that time Brian and his father, Tom, started working together, and subsequently founded Rambo Wealth Management. Brian attained his Certified Financial Planner designation in 2014. The CFP® designation is highly respected throughout the financial services industry and you can find more information about the requirements for advisors and the benefits of working with a CFP® professional at the CFP® Board website.
Since his early days in grammar school, Brian has displayed a voracity for reading. Content of varying nature has always been a constant, and the most common material includes industry whitepapers, fiction-for-fun, and history.
Having attended several different schools throughout grammer and primary, and then college, Brian has had the opportunity to live Stockton, Sacramento, San Luis Obispo, and Rohnert Park. Utilizing this time he has been very fortunate to establish relationships throughout the state as he moved from one school to another in pursuit of his goals. Growing up in Stockton and Linden, Brian has an appreciation for rural areas and close community, deepening his relationships with clients and friends alike.
Emphasizing the importance of continued education, Brian stays at the forefront of the ever-changing industry. Positioning himself to better serve his clients, Brian cites this continual opportunity to learn as one of the highlights of his profession.
As a long-time member of the San Joaquin Estate Planning Council and the Executive Club of Stockton, Brian actively promotes the values and benefits of developing relations within the community, exchanging information about new developments in various industries, and staying abreast with the ever-changing and growing business world. Brian has also demonstrated his leadership skills by serving as a past President of Executive Club of Stockton in 2015, and leaving a lasting legacy as a long-standing Membership Chair for Active 20-30 of Sacramento.
Citing his father, Tom Rambo, as his biggest hero, Brian learned the values of honesty, respect, and responsibility early on in life. In his free time, Brian takes advantage of the great outdoors by skiing, hiking, and biking. An appreciation for volunteering and a love for helping disadvantaged youth, Brian has given much of his time prior to becoming a family man to The Active 20-30 Sacramento #1 Club. “It’s a wonderful organization that has given so much to the community, through social assistance programs and funding. In addition, the Club has instilled valuable leadership qualities in hundreds of local young men and women.”
Brian enjoys spending time with his family, and vacationing to new and familiar places. Enjoying the journey equally to the destination, it’s not surprising that Brian has chosen a career that affords him countless ways to guide clients in the same positive manner.
BRANCH OFFICE: 3031 W. March Lane #212W, Stockton, CA 95219