Drew Bryant, CFP®, ChFC®

Wealth Advisor, Senior Associate

San Ramon, CA

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Designations

  • CERTIFIED FINANCIAL PLANNER® professional1
  • Chartered Financial Consultant

 

Work Experience

  • Joined MAI in 2022 through the acquisition of Intersect Capital
  • Previously a Wealth Advisory Associate for Intersect Capital in Los Angeles, CA to provide wealth management and investment advisory to high-net-worth individuals and families, with an emphasis on athletes, entertainers, and entrepreneurs.
  • Began career at Bank of New York Wealth Management in 2018 in Los Angeles as a part of an advisory team managing over $2 billion in assets for high-net-worth individuals and families

 

Life Outside of MAI 

  • Enjoys playing golf and basketball

 

Education

  • Amherst College, Bachelor of Science
  • Four-year Defensive Back for Amherst College Football & 2-Time New England Small College Athletic Conference Champion

 

1Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

We look forward to learning about your financial goals.

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