Brian Seaman, financial advisor Costa Mesa CA

Brian Seaman

CRD Number: 1820523
Current Firm: Capital Planning Group, LLC

Brian Seaman (CRD# 1820523) is an Investment Advisor Representative working at Capital Planning Group, LLC in Costa Mesa, CA and has over 33 years of experience in the finance industry. Brian Seaman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Navigator Legacy Partners, LLC Costa Mesa, CA Oct 2021 - Current < 1
Capital Planning Group, LLC Costa Mesa, CA Sep 2018 - Current 3
Lutheran Church Of The Master Corona Del Mar, CA Jun 2011 - Current 11
United Planners' Financial Services Scottsdale, AZ Jan 2009 - Current 13
Rbb Properties, LLC Costa Mesa, CA Oct 2007 - Current 14
Navigator Family Legacy Planning, LLC Costa Mesa, CA Aug 2006 - Current 16
Navigator Legacy Partners, LLC Costa Mesa, CA Aug 2006 - Current 16
Capital Planning Group, LLC Costa Mesa, CA Apr 2000 - Current 22
Capital Planning Group, LLC Costa Mesa, CA Apr 2000 - Current 22
Brian Seaman Insurance Services Costa Mesa, CA Jun 1988 - Current 34
Brian Seaman Insurance Services Costa Mesa, CA Jun 1988 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1988
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Brian S. Seaman
Phone Number: 714-881-1595
Registered State(s):
  • AZ
  • CA
By the Numbers
  • Total Assets Under Management
    69
    MILLIONS
  • Total Number of Accounts
    380
    ACCOUNTS
  • Average Account Value
    $181,559
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA

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