A complete list of active advisors currently associated with BCN Financial, Inc.

Warmer can help you find a great advisor at BCN Financial, Inc. or one who fits your needs even better.

BCN Financial provides retirement plan advisory and related financial planning services primarily to participants of employer-sponsored retirement plans and to members of over 200 Police and Fire Department associations, as well as to pension and profit sharing plans, trusts, estates, charitable organizations and private corporations. As of October 1, 2025 the firm reported $81.3 million in assets under advisement and typically provides specific non‑discretionary advice for those accounts, with clients executing recommended trades when discretion is not granted. The firm’s investment process centers on mutual funds and exchange-traded funds (ETFs), including the use of unleveraged inverse ETFs, and combines fundamental, technical and sentiment analysis with a market‑timing component rather than a passive buy‑and‑hold approach; BCN says it rarely engages in short‑term trading. Reviews and recommendations are often constrained to the investment options available inside employer plans, and the firm provides regular client reporting—quarterly portfolio reports and annual performance analyses that include prior‑year results and year‑in‑review commentary. BCN is distinctive among similar-sized team firms in publishing periodic client reports/newsletter‑style materials and in making performance results a visible part of its client communications, practices that the brochure notes are uncommon among peers. The firm’s client mix is concentrated in plan participants and public‑safety association members rather than the typical high‑net‑worth or broad retail individual segments, and BCN discloses dual registrations and third‑party relationships (including transition support from LPL and economic benefits from Charles Schwab) as potential conflicts of interest.

To learn more about the advisors currently working at BCN Financial, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.