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Sara B

Series 63, Series 65

Westlake Village, CA

Brave New Wealth

Sara Blandford is a financial advisor at Brave New Wealth with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Dimensional Fund Advisors and Wealth.com. Brave New Wealth provides investment management and financial planning services to individuals, trusts, estates, charitable organizations, business entities, and pension plans, including clients with cross-border or foreign-currency needs. The firm employs a core/satellite investment approach that combines diversified, factor-tilted core allocations with alternatives and targeted return enhancers, utilizing derivatives-based tools and structured strategies to address tax, liquidity, and concentrated position management.

Concentrated stock management Options & derivatives strategies Passive / index investing Private / alternative investments Equity compensation tax strategy
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Brian C

CFP®, Series 63, Series 66

Westlake Village, CA

Brave New Wealth

Brian Canning is a CFP® with 16 years of industry experience. He is currently an advisor at Brave New Wealth, where he has worked since 2025, following a 14-year tenure at Abacus Wealth Partners, LLC. Brave New Wealth provides investment management and financial planning services to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, business entities, and pension plans. The firm employs a core/satellite investment approach using both fundamental and quantitative analysis, and offers a range of derivatives-based strategies for managing concentrated positions and tax or liquidity objectives.

Concentrated stock management Options & derivatives strategies Passive / index investing Private / alternative investments Equity compensation tax strategy
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