At Brickley, Ebi will assist with the financial planning process for our existing and new clients, collaborating closely with our lead advisors to ensure seamless client experiences. His expertise in financial plan construction and dedication to tailoring strategies to reflect each client’s unique objectives will further strengthen our personalized approach.
Ebi’s educational background includes a B.S. in Mathematics from the University of Texas at Austin and a Master’s in Financial Analysis from the University of San Francisco. He is currently working toward his CFP designation, a testament to his commitment to ongoing professional development.