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Brian T
CFP®, Series 63, Series 66
Torrance, CA
Ascentis Independent Advisors, LLC
Brian Tinker is a CFP® with 24 years of industry experience, currently serving at Ascentis Independent Advisors, LLC. His career includes roles at ORG Partners, Purshe Kaplan Sterling Investments, and United Planners' Financial Services, among others. Outside of advisory work, he is active in community fundraising for American Martyrs Grammar School and assists individuals with Medicare plan selections through Warner Pacific. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm customizes investment advice to client objectives using a combination of discretionary management, third-party managers, and platform solutions.
Sarah B
Series 63, Series 65
Torrance, CA
Ascentis Independent Advisors, LLC
Sarah Brace is a financial advisor with Ascentis Independent Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior roles include positions at ORG Partners, LLC, Purshe Kaplan Sterling Investments, and United Planners' Financial Services. Outside of her advisory work, she volunteers at Huntington Hospital’s gift shop and serves as a notary public. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities with asset management, financial planning, and retirement consulting. The firm employs a tailored investment approach utilizing discretionary management, third-party managers, and private direct investments, with ongoing portfolio monitoring and rebalancing.
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