FLC Capital Advisors

Brandon Ross is a financial advisor at FLC Capital Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Bellatore Financial for nine years. FLC Capital Advisors serves individual and high-net-worth investors, trusts, retirement plans, and business entities by providing discretionary and non-discretionary asset management, financial planning, and investment consulting. The firm manages approximately $710 million in client assets and emphasizes fiduciary duties, client-specific asset allocation, and risk tolerance through a combination of strategic and tactical investment approaches.

Daniel Neil is a CFP® with 24 years of industry experience, currently serving at FLC Capital Advisors in Palm Desert, CA. He has been with FLC Capital Advisors since 2001 and previously worked at Securities America, Inc. from 2001 to 2024. Outside of his advisory role, he assists with managing a commercial real estate property for his family. FLC Capital Advisors serves individual and high-net-worth investors, as well as trusts, retirement plans, and business entities, providing discretionary and non-discretionary asset management, financial planning, and investment consulting. The firm emphasizes fiduciary duties and client-specific asset allocation, employing both strategic and tactical approaches across various asset classes.

Max Briggs is a CFP® with 29 years of experience in the financial industry. He is the President and CEO of FLC Capital Advisors and has held leadership roles at Securities America, Inc. and Max Briggs Insurance. Briggs also serves as Chairman of the Board for First Foundation Inc. and First Foundation Bank. FLC Capital Advisors serves individual and high-net-worth investors, trusts, retirement plans, and business entities, providing discretionary and non-discretionary asset management, financial planning, and investment consulting. The firm emphasizes fiduciary responsibilities and client-specific asset allocation, managing approximately $710 million in assets with a small advisory team.

Jeremy Ofseyer is a financial advisor at FLC Capital Advisors with 12 years of industry experience. He has been associated with FLC Capital Advisors since 2013 and also operates the Law Office of Jeremy J. Ofseyer. Outside of his advisory and legal work, he is the sole owner and managing member of 7400H LLC, which manages a commercial property that partially leases office space to his firm. FLC Capital Advisors serves individual and high-net-worth investors, trusts, retirement plans, and business entities by providing discretionary and non-discretionary asset management, financial planning, and investment consulting. The firm manages approximately $710 million in client assets with a focus on fiduciary duties, client-specific asset allocation, and risk tolerance, utilizing a mix of equities, fixed income, mutual funds, ETFs, and third-party managers.