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Brent R

Series 66

Tulare, CA

Money Concepts Capital Corp

Brent Robinson is a Series 66 licensed advisor at Money Concepts Capital Corp with 12 years of industry experience. He has been with Money Concepts since 2014 and previously worked at Sheraton Hotels for a decade. Outside of his advisory role, he owns BR Tax Planners, a CPA and tax preparation business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a mix of model portfolios, adviser-designed portfolios, and third-party sub-advisers, serving approximately 14,700 clients through discretionary and non-discretionary account structures.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Breck L

Series 66

Tulare, CA

Money Concepts Capital Corp

Breck Limas is a Series 66-licensed financial advisor with Money Concepts Capital Corp in Tulare, CA, with two years of industry experience. He also works as a CPA at BR Tax Planners, focusing on tax preparation. Prior to his current roles, he held positions at Fresno State, 4 Creeks Engineering, College of the Sequoias, and the Lower Tule Irrigation District. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, serving approximately 14,700 clients through its integrated broker-dealer and insurance structure.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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