| Address | 8880 Rio San Diego Drive, Suite 800 San Diego, CA 92108 |
| Phone Number | (619) 209-6056 |
| Fax Number | (888) 874-3568 |
| Map/Directions | click for map |
| Contact Our Office |
As a Certified IRA Services Professional, Brian Davis has been serving the San Diego area since 2009, having previously worked with such companies as AFLAC, AIG and Wells Fargo Home Mortgage.
With nearly 10 years of experience in retirement services, Brian brings a wealth of knowledge not just on self-directed retirement planning, but also on life insurance annuities, real estate investing and personal financing. Brian enjoys assisting clients and business partners alike by providing a variety of educational programs that range from an overview of the basics to advanced investing in real estate through a self-directed retirement account.
Brian grew up in Northern California in a multi-generational family agricultural business. Working in the business allowed him to gain a deep understanding of the challenges faced by the small entrepreneurial business owner, providing him the ability to empathize well with his clients, many of whom are also entrepreneurs. And of course he is a San Diego Charger fan!
Brian is an active speaker on self-directed investing within the San Diego area. You can view and register to attend his educational events on the Entrust website, or sign up to receive notifications of upcoming events via email.
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As an IRA administrator, The Entrust Group does not affiliate itself or make any recommendations to any person or entity associated with investments of any type (including financial representatives, investment promoters or companies, or employees, agents or representatives associated with these firms ). The Entrust Group is not responsible for and is not bound by any statements, representations, warranties or agreements made by any such person or entity and does not provide any recommendation on the quality profitability or reputability of any investment, individual or company. In this statement, the terms “we” and “us” refer to The Entrust Group (“TEG”).
Attend seminars, workshops and classes on self-directed IRAs in your area.