Brian Smith is a financial advisor, real estate professional, and private lending broker with more than 25 years of experience in investment management, real estate sales, and capital strategies for investors. He has negotiated numerous real estate contracts, arranged private financing for residential and commercial investors, and has crafted leverage structures to optimize project value and cost. After serving as an officer in the US Marine Corps, he was a teacher in north San Diego County. Brian began his finance career in the private client group at Merrill Lynch assisting high net worth individuals and families with planning and portfolio management. He also specialized in securities-based lending through Merrill Lynch International Bank, utilizing derivatives to hedge concentrated equity positions and to create liquidity for holders of restricted stock.

Brian Smith has been an independent registered investment advisor and today works across investments, real estate, and private lending.