Co-Founder & Wealth Manager, Fig Garden Wealth Management
Brian Serimian is the Co-Founder of Fig Garden Wealth Management, a firm dedicated to offering highly personalized, goals-based financial strategies for individuals, families, and high-net-worth clients. His approach focuses on building deep, long-term relationships, ensuring that each client’s unique financial goals are fully understood and addressed with care. Brian’s expertise helps clients confidently navigate the complexities of wealth management, empowering them to make informed decisions that align with their objectives.
Fig Garden Wealth Management has partnered with Concurrent, one of the nation’s fastest-growing Registered Investment Advisors (RIAs). This strategic partnership provides the firm with critical infrastructure, scale, and back-office support, enabling Brian and his team to deliver a seamless and elevated client experience. With Concurrent managing operational needs, Brian remains focused on providing customized advice and financial solutions tailored to each client’s specific objectives.
In addition to this partnership, Fig Garden Wealth Management leverages the resources of respected custodians such as Fidelity, Goldman Sachs, and Charles Schwab, ensuring that client assets are safeguarded while benefiting from the comprehensive financial solutions these institutions offer.
Brian’s financial career began at Wells Fargo in 2005, and in 2009 he transitioned to Wells Fargo Advisors, where he honed his expertise in portfolio management and investment strategy. In 2019, Brian joined Concurrent. With nearly two decades of industry experience, he and Carolyn Pearson established Fig Garden Wealth Management to offer clients a refined approach to growing and protecting their wealth. His specialties include portfolio strategy, asset allocation, investment research, and portfolio construction—providing clients with research-based, forward-thinking guidance to navigate market fluctuations.
Taking a holistic approach to wealth management, Brian collaborates with his clients to integrate their personal, family, and business goals into a cohesive financial plan. His comprehensive perspective addresses complex issues such as tax strategies, estate planning, philanthropic giving, and multi-generational wealth transfer. Brian’s ultimate goal is to simplify the intricacies of wealth management, helping his clients achieve financial security and peace of mind.