Bryan Roberts

Vice President & Senior Investment Consultant

(626) 655-1911

251 South Lake Avenue
Suite #800
Pasadena, CA 91101

Pasadena Office
Precision Planning Financial Group, LLC
251 South Lake Avenue, Suite #800
Pasadena, CA 91101
(626) 655-1911

Bryan is a Brooklyn, New York native who understands the importance of having a strategy through watching his father grow his 50-year-old real estate investment business. Bryan’s main passion is helping individuals, business owners, and real estate professionals create, preserve, and transfer generational wealth. Motivated by a desire to bridge financial disparities among minority business owners and professionals within his community, Bryan embarked on a career in financial advising to make a substantial impact.

Bryan brings extensive knowledge in wealth strategy and real estate investing. He previously managed a team of 40+ financial professionals whose focus was empowering business owners, individuals, and real estate professionals to navigate the complexities of investments successfully. Equally, with a solid foundation in private real estate investments, Bryan boasts 15 years of experience working with private credit, real estate development, and private debt. This personalized experience allows him to offer additional insights into the intricacies of the real estate market, providing clients with strategic investment opportunities and risk management.

As a former collegiate student-athlete, Bryan played baseball for 3 years until an unfortunate injury altered his path. This experience instilled in him the values of discipline, teamwork, and perseverance, which he seamlessly integrated into his approach to serving clients.

Bryan holds an economics degree from SUNY Binghamton and an MBA from the Kenan Flagler Business School at the University of North Carolina, Chapel Hill. His academic background equips him with a strong foundation in economic principles and strategic business acumen.

He enjoys helping others as he serves on the Board of The Family Center in Brooklyn, NY which provides resources to families affected by crisis, illness, or loss. He currently lives in New York with his wife. Bryan finds balance outside the financial realm by indulging in his love for travel, spending quality time with family and friends, and an active lifestyle specifically within exercise.

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