Brian G. Mague

Brian brings over 25 years of financial service experience to the Olin Financial Group of Wells Fargo Advisors as a First 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 for a comfortable retirement. He has been a winner of the Five Star Wealth Manager* award for the past ten years; 2015-2024 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, biking, and hiking. He supports several charities including the Disabled American Veterans and Food Allergy Research & Education. Brian lives in San Ramon with his wife of over 30 years. They have two adult children, son Braden a 2020 graduate from the University of Arizona, and daughter Lila a 2022 graduate of California Polytechnic State University.

*The Five Star Wealth Manager award was issued on October 1st, 2024 by Five Star Professional (FSP) for the time period 01/09/2024 through 08/09/2024. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria –considered: 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. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 1,567 San Francisco East Bay-area wealth managers were considered for the award; 85 (5% of candidates) were named 2024 Five Star Wealth Managers. Visit www.fivestarprofessional.com.

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.
2020 - 1,260 East Bay area wealth managers were considered for the award; 88 (7% of candidates) were named Five Star Wealth Managers.
2021 - 1,413 East Bay area wealth managers were considered for the award; 89 (6% of candidates) were names Five Star Wealth Managers.
2022 - 1,155 East Bay area wealth managers were considered for the award; 90 (8% of candidates) were named Five Star Wealth Managers.
2023 - 1,291 East Bay area wealth managers were considered for the award; 87 (7% of candidates) were named Five Star Wealth Managers.
2024 - 1,567 East Bay area wealth managers were considered for the award; 85 (5% of candidates) were named Five Star Wealth Managers.