A complete list of active advisors currently associated with Right Brain Money

Warmer can help you find a great advisor at Right Brain Money or one who fits your needs even better.

Right Brain Money serves individual and high‑net‑worth clients as well as small business owners, providing comprehensive financial planning and discretionary portfolio management. The firm also coordinates with and selects third‑party investment managers and turnkey asset management platforms to implement client strategies. The firm’s approach emphasizes integrated planning—reviewing assets, liabilities, insurance, and taxes—to develop individualized investment policies and periodic reviews, with clients typically meeting once or twice a year and able to contact the adviser between reviews. Investment analysis can include fundamental, technical, and cyclical methods, and implementation often uses outside managers and SMA/UMA strategies to access tactical and institutional approaches. What is distinctive is the firm’s material involvement in insurance activities: the principal is a licensed life and health insurance agent and operates an insurance agency, and the firm both recommends and can implement annuity and insurance‑based strategies while disclosing related conflicts of interest and evaluating non‑commissionable insurance options first. The advisory practice is small and advisor‑centric, and it supplements in‑house capabilities through solicitor relationships and TAMPs to expand available investment solutions.

To learn more about the advisors currently working at Right Brain Money, 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.

Name	Location	Years of experience
Shawn Murphy	San Luis Obispo, CA	14

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