Brian Basinger of Sapient Road Wealth Management says he wants everyone to be financially educated.
The business at 17023 Sienna Ridge Drive in 4S Ranch, offers financial planning in a variety of areas, including retirement and estate planning, education savings, insurance needs and tax strategies. He is also passionate about educating people about finance, Basinger said.
He has been a financial planner since 2005 and started his company in 2014. Basinger is a 1986 Poway High School graduate. He studied to become a certified public accountant at the University of California, Los Angeles, but realized after graduating he did not want to be an accountant his whole life, he said. He obtained his Master of Business Administration from Duke University.
Basinger said he traded equity options on the floor of the American Stock Exchange for about 10 years before moving back to San Diego. He also began his career in