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Our Firm

BML Wealth Management's mission is to provide pre-retirees and retirees a common sense approach to retirement planning. Our primary focus is making sure our clients receive the income they need in retirement while protecting their assets.

Meet Our Team

brian levyFounder

Brian Levy is the founder of BML Wealth Management. He has more than 10 years ... Learn More

Shane BrosnanPartner

Shane is a partner at BML Wealth Management and has over 20 years ... Learn More

natalie shirleyDirector of Operations

Natalie Shirley is the Director of Operations at BML Wealth Management ... Learn More

 

Anthony SerranoParaplanner & Advisor

Anthony Serrano is an Executive Associate at BML Wealth Management ... Learn More

Alexander JenkinsNew Business Specialist

Alexander James Jenkins, also known as AJ, is the New Business Specialist at BML ... Learn More

Candace HorveDirector of First Impressions

Candace graduated from San Diego State University with a BS Degree in Child Development ... Learn More

 

 

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@bmlwealth.net or call us at (949) 682-9105 today!

By contacting us, you may be offered information regarding the purchase of insurance and investment products.

 

 

Complimentary Report
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Complimentary
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Who We Are / Our Focus
Meet the Team

The advisors at BML Wealth Management have more than 30 years combined experience helping retirees and pre-retirees plan for retirement.

» Learn More About the Team
What We Do

Our financial strategies and asset management services are tailored to help you meet your financial goals.

» Learn More About Our Services
Upcoming Events

View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.

» View Our Calendar of Events
Investment Advisory services offered through Cooper Financial Group, an SEC Registered Investment Advisory firm. California Insurance License # 0E50344 & # 0B66858. BML Wealth Management & Cooper Financial Group are not affiliated with any entity listed below.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

All complimentary white papers and reports are provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.