San Diego, CA
Brian Jellig
Hi there! I’m Brian Jellig, a Principal Wealth Advisor from San Diego, California, specializing in retirement portfolio strategies and income planning. My passion lies in simplifying the complexities of investments, finances, and retirement for my clients. My father worked as an Estate Planning Attorney. From him and my grandfather, I learned the basics of investing and building wealth early on. After working with clients for almost ten years, I love the journey of helping them endeavor to reach financial success for their families.
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Savvy Investment Team
Erica Luchetti
Erica Luchetti, a Senior Client Service Associate, offers over 15 years of experience in operations and client service within the financial, music, and automotive industries. Her career began as a temporary receptionist in financial services, where her adaptability secured a permanent assistant role, igniting her professional growth. Erica excels at supporting financial advisors by overseeing daily operations, promptly addressing client needs, managing onboarding and account transfers, executing investment transactions, and ensuring accurate data. She collaborates seamlessly with external professionals, such as custodians, CPAs, and estate attorneys, while upholding rigorous compliance with policies and regulations. Driven by a passion for exceptional client experiences, Erica seeks to optimize workflows and cultivates trusted relationships. Beyond work, she treasures family moments, adores animals, dives into books, enjoys live music, and recharges by the water in the sunlight, maintaining her vibrant energy.
The core of what I do is create and manage investments for my clients. The foundation of that management comes from a comprehensive financial plan that we first create together and is truly tailored to each individual.
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DREAMS INTO ACTIONABLE PLANS
Retirement Planning
Transition into your golden years with confidence, regardless of age. Our goal is to see to it that you’re prepared for the unpredictable. Let us turn your retirement dreams into actionable plans with confidence and peace of mind.
UNDERSTAND YOUR INCOME STREAMS
Income Planning
Understand your income with an annual plan showing where cash flow is generated, and why. This weaves together Restricted Stock Units (RSU) flows, stock option exercises, long-term capital gains, Roth Conversions, etc.
STRATEGIC, DATA-DRIVEN INVESTING TO TARGET AMBITIOUS RESULTS
Investment Management
End-to-end investment management focused on tailoring portfolios to each client’s specific circumstances and preferences. Our holistic approach will take into consideration all facets of your situation along with current economic data to optimize your portfolio's risk and return.
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Get to know
Brian
Brian Jellig, CFP®, is a Principal Wealth Advisor in San Diego, California, who endeavors to help his clients retire with confidence and clarity through comprehensive, customized retirement income planning strategies.
Growing up here in San Diego, CA, Brian spent a lot of time around his father, a local Estate Planning Attorney with a private practice, and his grandfather, a career Electrical Engineer for Kearfott. His conversations around the dinner table as a kid were on topics like the power of “compound interest over time” and the concept that “your dollars are your employees and you need to put them to work.” These laid the groundwork for a meaningful career as a financial advisor.
Brian graduated from PLNU in San Diego, CA, and spent many years working in the business world. In those working years, he always invested extra funds into a family trust portfolio he set up. He also invested in rental properties both locally and out of state.
Following the passing of both his grandparents, Brian didn’t want all the financial knowledge he had gained to go to waste. He became inspired to share his knowledge and experience to help others gain their financial independence.
As a Principal Wealth Advisor, he has worked for Edward Jones, Epstein & White, and Mercer Advisors. Today, he is excited about continuing his career and serving clients at Savvy.
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How did you become a financial advisor?
Looking back, my path to becoming a financial advisor was destined from a very early age.
Growing up here in San Diego, CA, I spent a lot of time around my father, a local Estate Planning Attorney with a private practice, and my grandfather, a career Electrical Engineer for Kearfott. Our conversations around the dinner table as a kid were on topics like the power of “compound interest over time” and the concept that “your dollars are your employees and you need to put them to work.” These laid the groundwork for a meaningful career as a financial advisor.
After I graduated from PLNU in San Diego, CA, I spent many years working in the business world. In those working years, I always invested extra funds into a family trust portfolio I set up. I also invested in rental properties both locally and out of state.
Following the passing of both of my grandparents, I didn’t want all the financial knowledge I gained to go to waste. I became inspired to share my knowledge and experience to help others gain their financial independence.
What types of clients do you work with?
I work with people who are looking to retire or become financially independent. That generally ends up being people who are anywhere from one to ten years from retirement.
What areas of expertise do you have?
My expertise lies in simplifying the complexities around investments, finances, and retirement.
My focus is on people who are looking to retire in the future or immediately. I provide my experience and skills to help them build a custom financial plan, tailored to their specific situation, along with an investment strategy that addresses their needs in regards to income, growth, tax efficiency, and risk mitigation.
What kinds of strategies do you help clients with?
I create and manage investments for my clients. The foundation of that management comes from a comprehensive financial plan that is truly tailored to each individual. Once a financial plan is put together, we discuss investment preferences. This can include investing for growth, income, tax efficiency, liquidity, guarantees, or all of the above. The key to this strategy is that it helps the client have clarity about the direction they are heading in and gives them insight into what to expect and have a much better understanding of not just “how” they are invested but “why” they are invested the way they are.
What is your favorite part of working with clients?
I tell almost all of my clients that “I am on a mission to help my clients figure out retirement.” For me, it truly does feel like that. If you are my client, you have a champion on your side. I will do everything I can to make sure you succeed. The best part about working with clients is being able to share in the enjoyment and positive impact that financial advice and planning can bring to their families. I am grateful and honored to be in a position where I have the opportunity to help people with something as important as their retirement or their journey to financial independence. continually rewarding to see clients achieve success that they never thought they would have, which is why my work never feels like a “job.”
What is it like partnering with Savvy?
Savvy stands out in several key ways. First, they built their platform with clients in mind. Their goal is to create a smooth, efficient, and elegant interface that empowers clients with information in one place. Second, Savvy uses modern technology to help advisors access more information quickly and easily. Advisors can communicate with other departments, trading teams, and even Fidelity or Schwab directly in real time. This helps clients succeed. Third, Savvy gives both clients and advisors access to individualized support. They offer the latest in financial planning strategies, tax planning analysis, portfolio analysis, investment strategies for public and private markets, alternative strategies, and direct indexing options. This includes tax loss harvesting and proprietary risk-adjusted buffered investments. The Savvy team is highly skilled and utilizes AI to boost operational output while improving speed and accuracy for administrative support. In my opinion, their holistic, tech-forward platform is a fresh approach in the outdated world of financial services.
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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.