Brian Levy is the founder of BML Wealth Management. He has more than 10 years in the financial services industry and holds a BA in business economics from the University of California, Santa Barbara.He is independently licensed in both securities and insurance to provide the most comprehensive approach for his clients. He currently holds the Series 7 and Series 66 securities licenses and is licensed in life and health insurance in every state. Brian engages his clients on a fee-basis which allows him to act in a fiduciary capacity, the highest standard of care.You can find Brian providing financial commentary on several radio stations across Southern California, including Angels Radio AM830 and Financial News & Talk AM1510.Brian is a Southern California native and currently resides in Irvine with his beautiful wife and two daughters. He most enjoys spending time with his family and friends.

CA Insurance License #0E50344Shane is a partner at BML Wealth Management and has over 20 years of experience in the financial and insurance industry. He has completed his Series 7, 63 and 65 securities licenses along with life and health, disability and long-term care insurance licenses.Shane is a lifelong resident of Orange County and lives in Newport Beach, California, with his wife, Tiffanny, and their daughter, Piper, and son, Beck. His interests outside of work include coaching his children's sports, live music and concerts, outdoor sports and traveling with family.CA Insurance License #0B66858.