BRIAN G. MAGUEVice President - Investments
Brian brings over 25 years of financial service experience to the Olin Financial Group as a Vice President-Investments and Financial Advisor. He works with individuals and families in all aspects of their retirement planning needs, including retirement income strategies, estate investment planning and insurance needs through affiliates. Having completed courses on retirement planning and making this a focus of his practice for the last 20 years, Brian is able to provide his clients with the knowledge needed to plan and implement a comfortable retirement. Brian has received the professional designation, Premier Advisor*. He has been a winner of the Five Star Wealth Manager** award for the past four years; 2015-2018 as seen in Diablo Magazine San Francisco East Bay. Brian is a graduate of the University of Arizona with a Bachelor of Science degree in Finance. He enjoys participating in many sporting activities including golf and whatever sporting events his kids are playing. He supports several charities including the Disabled American Veterans and Food Allergy Research & Education. Brian lives in San Ramon with his wife, son and daughter.
* The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors and reflects a high level of standards as measured by business production, completion of educational components and professionalism.
**The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. *To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.
2015- 2,261 East Bay Area wealth managers were considered for the award; 183 (9% of candidates) were named Five Star Wealth Managers.
2016- 948 East Bay Area wealth managers were considered for the award; 182 (20% of candidates) were named Five Star Wealth Managers.
2017- 1,049 East Bay Area wealth managers were considered for the award; 95 (9% of candidates) were named Five Star Wealth Managers.
2018- 1,397 East Bay Area wealth managers were considered for the award; 113 (8% of candidates) were named Five Star Wealth Managers.
2019- 1,340 East Bay area wealth managers were considered for the award; 104 (8% of candidates) were named Five Star Wealth Managers