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Brian David Breckenridge

President Message

Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Bio

Brian David Breckenridge is a Financial Advisor that has worked in the Securities and Insurance industry since 1998. He is the sole owner of Breckenridge Tax & Financial Services and Single Member of Innovative Financial Advisors, LLC, an Investment Advisory Company. Our business office has relocated from San Ramon to Lincoln California in beautiful Placer County. Preparing for life’s financial needs are a challenging task in today’s volatile economy and fast paced environment. Individuals and families alike have unique goals and objectives that need continuous review and prudent planning. At Innovative Financial Advisors, we take a “Holistic" approach when reviewing our client’s financial situation. Our experience with financial planning, income tax and estate review enables us to discover areas of concern that our clients have in their overall plan and find solutions to these needs. As a Fiduciary, I believe looking out for my client’s best interest ahead of my own builds trust and initiates strong relationships. Brian is a member of the National Association of Certified Financial Fiduciaries (NACFF), as well as the Foundation for Fiduciary Education Inc, (FFE) an IRS approved 501(c)(3) non- profit Organization. Through FFE, Brian teaches free classes on various financial topics to current and upcoming retirees in his local area.

Professional Experiences

Languages

Groups / Clubs

Area of Expertise

Financial Planning and Tax Preparation and Planning.

Professional Licenses

Investment Advisor Representative (Series 65), Life and Health Insurance, California Tax Education Council (CTEC)

Certifications

Certified Financial Fiduciary ®

Education

Instructor Events

Support Our Cause

The Foundation for Fiduciary Education (FFE) is proud to be one of the fastest growing non-profit financial wellness programs in the country, and the only one who’s Instructors are exclusively Certified Financial Fiduciaries.

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Why Join FFE ?

The Foundation Fiduciary Education (FFE) is one of the fastest growing non-profit financial wellness programs in the country!

THE PATH TO YOUR FINANCIAL SUCCESS STARTS HERE!
1 Easy online registration form
2 Free Training Videos with FFE On Demand
3 Free One On One Private Messaging with your very own Personal Financial Coach
4 Stay in the know with the most current news and blogs dealing with personal finances
5 Receive real time notifications about upcoming classes being taught in your area
6 Take control of your finances through unbiased fiduciary education from a Certified Financial Fiduciary®
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