Vosberg & Associates

Glendora, United States

5

Closed now

10 reviews

Contacts

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Telephone:
+1 626-358-5458
Website:
www.vosbergassociates.com
Address:
715 W Foothill Blvd, Glendora, CA, 91741
Nearby public transportation stops & stations:
0.4 miFoothill Transit 281
0.6 miFoothill Transit 187
0.6 miFoothill Transit 488
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Today

Today 9:00 am – 5:00 pm
Closed now
Local time (Glendora) 7:02 AM Wednesday, June 18, 2025

Business hours

Monday 9:00 am – 5:00 pm
Tuesday 9:00 am – 5:00 pm
Wednesday 9:00 am – 5:00 pm
Thursday 9:00 am – 5:00 pm
Friday 9:00 am – 5:00 pm
Saturday –
Sunday –

Description

Specialties

Vosberg & Associates is a independent financial planning and wealth management firm. We specialize in helping individuals and small businesses realize their investment and financial goals. Our Services include:

Investment Management

Retirement Planning

Estate Planning

Risk Management

Tax Planning

Real Estate Consulting

College Planning

Securities offered through Centaurus Financial. A registered broker/dealer.Member FINRA & SIPC. Supervisory Branch: 2300 E Katella Avenue Ste. 200 Anaheim CA 92 806 714−456−1790. Vosberg and Associates and Centaurus Financial, Inc. are not affiliated companies. CA Insurance Lic #0D00267

Meet the Business Owner

Brian V.

Business Owner

Brian Vosberg is President of Vosberg & Associates, an independent financial planning and wealth management firm. Brian has built his firm by combing a sound asset class investment methodology with comprehensive financial planning. He listens to his clients to understand their needs and goals and creates financial strategies that are suited to their individual situations. As a trusted advisor Brian works with a diverse group of clients including retirees, business owners, real estate investors, teachers, professional athletes and many others.

Brian is a graduate in both Finance and Real Estate from California Polytechnic University, Pomona. Brian has earned the professional designations of Certified Financial Planner™, Chartered Financial Consultant, and Chartered Life Underwriter. Brian holds his California insurance license, Series 6,7,24, and 63 securities registrations and is also a Real Estate Broker so he is able to help with all of your investment needs.

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10 reviews of Vosberg & Associates

No registration required
Place rating: 5
South Pasadena, CA
We found Brian through his strong Unilocal reviews and professional website. I also really like that he has multiple professional certifications, unlike some of the other financial planners we were looking at.
One afternoon I swung by to take a peek. His office is really easy to get to (close to Citrus College) with easy parking. I rang the doorbell (his office looks like a converted single family home) and his nice receptionist answered. I was impressed at her professionalism and how clean and sophisticated his office is. She helped me schedule a complimentary 1-​hour consultation with Brian (they have evening appointments too!).
This evening Forrest Y. and I popped by for our consultation and are super pleased with Brian. He was prompt, professional, knowledgeable, and friendly. He gave us lots of really great advice that we were unaware of (and we’ve been pretty good about doing our research). We felt completely comfortable asking him questions (on everything from taxes to college savings plans, retirement, investments, and more) and he gave us really honest and open answers. He was never condescending or sales-​pitchy at all, which is what I was afraid of.
Definitely set up a consultation with him — what do you have to lose? — and bring your paperwork (we brought our W2s and tax returns) and questions to get answered!
Place rating: 5
Glendora, CA
Mr. Vosberg has an amazing knowledge about helping people with their financial planning without undo risk-​taking. He’s conservative in his planning and is great at helping families plan for their future. He thinks things through very carefully and can be trusted.
Place rating: 5
Duarte, CA
Brian is a great financial advisor! He is really insightful and was willing to give us honest and truthful advice. He went way above our expectations. Get your finances in order, go see Brian!
Place rating: 5
Covina, CA
Five starts all the way! We met with Brian due to the raving reviews of others. We were not disappointed. He was thoughtful, intelligent, asked great questions, came up with a range of options, and viewed our family, and our financial concerns from a very holistic standpoint. I’m always prepared to be a little guarded when it comes to the world of finances. Brian’s presentation and demeanor quickly put me at ease. There was nothing registering on the BS-​O-​meter! :) Check him out and you will find that he has impressive qualifications and the character to back it all up.
Place rating: 5
Monrovia, CA
Brian and I share some common clients. As a financial advisor, Brian goes above and beyond knowing just basic retirement planning. When I talk to him about tax planning and tax codes, he is very knowledgeable. My clients are happy with Brian because he know how to explain things in layman’s terms. I would definitely recommend Vosberg & Associates.
Place rating: 5
Monrovia, CA
Brian Vosberg has consulted with me on various occasions and I have found that his knowledge and expertise in his field of work is outstanding. Mr. Vosberg is the individual I trust to handle my financial planning for the present and future. I also receive monthly newsletters from his company keeping me updated with market trends. Highly recommended.
Place rating: 5
Arcadia, CA
Vosberg & Associates is an amazing BNI partner of mine and a true friend. Brian’s knowledge of the industry and his techniques for saving for your children’s future are unmatched! He is my personal CFP and I’ve even referred my parents to him. He listens to your needs and implements plans to help protect your family in the future. He is as good as it gets!
Place rating: 5
West Covina, CA
Vosberg and Associates is GREAT. Brian helped us with all of our financial planning needs. He’s an actual CFP (Certified Financial Planner) and not one of these so called «financial advisors» that give you canned advise and recommendations. Brian will actually take the time to learn about your situation then make real recommendations that are tailored to achieve your goals. Highly recommended!
Place rating: 5
Monrovia, CA
Brian Vosberg has been a very valuable resource for me and my clients that are looking to build their financial futures that shield their assets on a personal and/​or business level. One of his specialties include the assurance that his clients are in compliance with their profit sharing plans. Compliance regulations and reporting of data on these plans can hold a business owner personally liable. Due to the burdens that employers face everyday Brian’s expertise gives them one less thing to worry about. Call him you won’t be disappointed.
Place rating: 5
Rancho Cucamonga, CA
When it comes to financial planning, Brian Vosberg maintains an impressive amount of knowledge. He as helped out my wife and I get our estate in order by referring us to a fantastic estate attorney. Additionally, he has created an investment strategy that makes sense for our family by doing a wonderful job of re-​positioning our investment assets and our life insurance so that we have more control over our financial future. I would recommend Brian Vosberg of Vosberg and Associates to anyone.
Thank you,
Brian