Focus - Brian provides comprehensive investment planning. If a working relationship is developed, he can work with you to help achieve your goals. Background & Experience - For three decades Brian has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Brian has dedicated his career to delivering the personalized investment planning services his clients deserve. Brian A. Magnan began his career as a financial advisor on August 30, 1993 when the Dow Jones Industrial Average closed at 3,643. As Director of Magnan Family Wealth Management, he provides total, coordinated investment planning and investment management services for a small group of affluent families, corporations, executives and non-profit organizations. His services are designed to help integrate your investments to your income tax, liabilities management, estate, retirement, insurance, and investment planning. In this capacity, Brian leverages Wells Fargo Advisors’ open architecture platform of traditional and alternative opportunities. Brian holds a BS in Finance from Western Michigan University, is a CERTIFIED FINANCIAL PLANNER™ practitioner and an Accredited Investment Fiduciary®. Away from the office - Brian currently resides in Glen Ellyn, IL with his wife Tiffany and is the proud father of two sons, Calvin, born in 2002 and Archer, 2014, and daughter, Blaire, 2015. In his leisure time he enjoys all that Chicagoland has to offer as well as staying physically fit through endurance sports. Brian has been ranked a Forbes Best-In-State Wealth Advisor for 2020, 2021, 2022, 2023 & 2024. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Awarded April 2022; based on the time period from 6/30/20 - 6/30/21. 2021 Awarded February 2021; based on the time period from 6/30/19 - 6/30/20. 2020 Awarded January 2020; based on the time period from 6/30/18 - 6/30/19. Fee paid for use of marketing materials. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). Fee paid for use of marketing materials. CA Insurance License Number 0D45718. Resident State: IL