About Us

Brian David Breckenridge is a Financial Advisor that has worked in the Securities and Insurance industry since 1998. He is sole owner of Breckenridge Tax & Financial Services and Single Member of Innovative Financial Advisors, LLC, an Investment Advisory Company. His office location is in the heart of San Ramon’s Bishop Ranch Park.


Brian Breckenridge, Owner/ Founder

Brian believes there is a post-retirement financial epidemic in front of us. People are living longer and are not prepared for the level of financial security that is required. Most of our parents had a pension and Social Security at age 65. They didn’t have to worry about what was ahead financially. Today, there are fewer people that will retire with a pension and need to save into their own retirement plans. Together, Americans have successfully saved trillions of dollars into these plans and are not guaranteed their performance or if it will last over their lifetime.

Preparing for life’s financial needs are a challenging task in today’s volatile economy and fast paced environment. Individuals and families alike have unique goals and objectives that need continuous review and prudent planning. At Innovative Financial Advisors, we take a “Whole Picture” approach when reviewing our client’s financial situation. Our experience with income tax, financial planning and estate review enables us to discover areas of concern that our clients have in their overall plan and find solutions to these needs. As a Fiduciary, I believe looking out for my client’s best interest ahead of my own builds trust and initiates strong relationships.

Thank you for visiting my site. Feel free to browse the various services to see if we’re a fit for you. Live life in the present moment and always make it a great day!