Brian Littlejohn CFA, CFP®, MSFA, MBA

970-710-0330

With over 15 years of experience in the wealth management field, I take great pride in making sure my clients are invested in the decision-making process. It’s how I build collaborative, long-term relationships that are more rewarding for everyone.

Having spent the formative years of my childhood traveling extensively, I initially thought I wanted to be an airline pilot. I earned an undergraduate degree in Civil Engineering and became an officer in the United States Air Force but quickly learned that was not my passion. While pursuing an M.B.A. at night at the University of Arizona, I was drawn to the finance portion of the curriculum. Within two years of finishing the M.B.A program, I decided to leave the Air Force and began working at a wealth management firm in Boulder, Colorado. While providing the clients there with the full spectrum of wealth management services, I discovered that I really enjoyed investment management. I moved to the San Francisco Bay Area in 2012 and enrolled in the Master’s Degree in Financial Analysis program at the University of San Francisco. After completing the program, I began studying the CFA (Chartered Financial Analyst) curriculum.

As Wealth Manager at Opus, I strive to be a trusted thought partner for all of my clients, and I take earning and maintaining that trust very seriously. I often focus on providing wealth management services to inheritors, especially those going through major transitions such as death and divorce. I also help clients implement unique portfolio customizations, such as socially responsible investing. In addition, my experience as an entrepreneur and business owner informs my work with clients, having run my own wealth management practice from 2014 - 2024. Shared investment philosophies and a belief that the client’s interests always come first make this union with Opus a perfect fit.

I am a Chartered Financial Analyst, a Certified Financial Planner, have a Masters degree in Financial Analysis from the University of San Fransisco, an MBA from the University of Arizona, and a Bachelors Degree in Civil Engineering from Clemson University. 

I live in Aspen, Colorado with my wife and our three children. When I’m not working with clients, you can usually find me hiking, biking, or skiing through the forests that surround the picturesque Roaring Fork Valley.

Brian can be reached at Brian@opusfinsolutions.com

 

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