Brian Dawidowicz, CFP®, EA, ChFC®, CLU®, CFS

Brian Dawidowicz, CFP®, EA, ChFC®, CLU®, CFS

Office: (619) 698-0202

 Brian graduated from University of California at Santa Barbara (UCSB) with a Bachelor of Science in Business, Accounting, and Economics.

Brian has worked in the financial industry since 2001. He joined San Diego Tax & Wealth Management, Inc. in 2004, and became the owner in 2013. He is a Registered Tax Preparer with the California Tax Education Council, and is an Enrolled Agent (EA) authorized to prepare taxes and represent clients in matters concerning the IRS. 

As a Registered Representative of Royal Alliance Associates, Inc., Brian holds Series 24, 53, 6, 7, 63, and 65 registrations. In addition, he is an Investment Advisor Representative offering advisory services through Royal Alliance Associates Inc., a registered investment advisor.

Brian has earned the following professional designations: CFP®, CLU, ChFC®, and CFS. To learn more about these designations and their significance, please click here.

Brian lives in San Diego close to the bay with his lovely wife Carol and awesome daughter Amara, both of which he loves so very much.