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Bryan McDermott, CFP®

Financial Advisor & Former Business Owner

I help people think clearly about money.

What I Do

I work with clients on financial planning, investment strategies, tax planning, and estate coordination.


My role is to help clients understand their full financial picture, think through their options, and make decisions that align with their goals.


My goal? To give every client clarity, direction, and a sense of control.

My Process

Get Clear

Stay On Track

Make A Plan

Before anything else, I make sure the facts are straight. I break down complex financial information so it’s organized, easy to understand, and ready to work with.

Make A Plan

Stay On Track

Make A Plan

With a clear picture in place, I build a plan around it. I model scenarios and lay out tradeoffs so every option is visible and well understood.

Stay On Track

Stay On Track

Stay On Track

Financial planning is ongoing. I stay engaged, check in regularly, and make sure the plan reflects where clients are and where they want to go.

How I Work

I keep things simple.

I explain the details in plain language and meet clients where they are so nothing feels confusing or overcomplicated.


I tell the truth.
Clients get clear, fact-based guidance from me with no sales talk, no spin, and no sugarcoating.


I stay calm.
Money decisions can feel heavy. I filter out the noise, steady the client, and keep decisions grounded.


I show up.
Clients have me by their side year-round. I stay ahead of the details and coordinate with their other advisors so everything stays connected.

USC and UCLA

Education

MBA, USC Marshall School of Business — Concentration in finance and operational leadership.


BA, UCLA — Studied anthropology with a focus on human behavior and gerontology.


My education combines analytical training with a grounded understanding of human behavior and aging.

What People Say

Jai (Co-Founder, Magnus Care)

Jai (Co-Founder, Magnus Care)

Jai (Co-Founder, Magnus Care)

His superpower is to turn complex challenges into clear, actionable steps, and consistently keeping the team focused on high-value outcomes. 

David (Financial Advisor)

Jai (Co-Founder, Magnus Care)

Jai (Co-Founder, Magnus Care)

Bryan's curiosity and relentless drive to learn, combined with sharp analytical thinking and strong collaboration skills, set him apart as a leader in our industry.

Kathleen (Career Mentor)

Jai (Co-Founder, Magnus Care)

Kathleen (Career Mentor)

Bryan has a calm, thoughtful way of taking on complex challenges and moving them forward. He just gets things done, and people trust him because of it.

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