Brian Peardon, AIF^®

Private Wealth Advisor

916-297-6394
brian.peardon@bridgeport.financial

Brian finds great fulfillment in working with business owners and families, helping them navigate their financial journeys and build lasting legacies. For businesses, he specializes in creating corporate retirement plans that align with organizational goals, focusing on plan design and improving participant engagement to optimize retirement outcomes for employees.

When working with families, Brian’s approach follows his unique “80/20 Advising Rule,” where he spends 20% of his time on financial matters and 80% guiding clients through life’s milestones and changes. This philosophy reflects his commitment to not only achieving financial goals but also fostering deeper, lasting relationships with his clients, ensuring they feel supported through every stage of life.

Before joining BridgePort as a private wealth advisor, Brian was the president and founder of PearTree Advisory Group. Outside of work, Brian enjoys spending time with his six children and giving back to his community through service projects at his church.