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Bryan McDermott, CFP®

Financial Advisor & Former Business Owner

I help families and business owners make clear, informed financial decisions.

What I Do

I support clients with financial planning, investment guidance, tax strategies, estate coordination, and the day-to-day decisions that shape their financial life.


For families, I outline their full financial picture, explain tradeoffs, and help them make clear, informed decisions.


Having run a business myself, I help business owners untangle complex financial and operational decisions.


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

My Process

Analysis

Analysis

Analysis

Good decisions start with knowing the facts. I break down complex financial data and turn it into something clear, organized, and easy to understand.

Planning

Analysis

Analysis

Once I understand the facts, the next step is building a plan. I model scenarios and map out tradeoffs so clients know exactly what their options are.

Advice

Analysis

Advice

When clients need help making decisions, I guide them from options to action. I explain the implications and give practical guidance they can actually use.

What Clients Can Expect

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.

Career Highlights

Family Office Advisor, FPG (2023 – Present)

Advise high-net-worth families and business owners on financial planning, estate strategies, and key decisions.


Financial Advisor, D.A. Davidson (2023)

Advised clients on investment strategy, retirement planning, and portfolio decisions.


MBA Associate, Goldman Sachs (2022)

Supported private wealth strategy and contributed to client-focused planning work.


Co-Founder & Head of Operations, Magnus Care (2017 – 2022)

Built and scaled a caregiving company from 2 to 30 employees. Led operations and client service. Worked with families to coordinate care options and help them make informed decisions during major life transitions.

Certifications & Licensing

CERTIFIED FINANCIAL PLANNER™

Series 66 License

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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