Brian Bickford, CFP®
Senior Vice President
619-557-8258 Brian.Bickford@equitable.com
Helping You Plan And Protect Your Financial Future
Brian Bickford is a CERTIFIED FINANCIAL PLANNER™ professional with nearly two decades of experience helping individuals, families, and businesses work toward long-term financial confidence. He began his career with Equitable Advisors in 2008, at the height of the Great Recession—a formative period that shaped his disciplined approach to planning and reinforced the importance of sound strategy, perspective, and long-term commitment during market uncertainty.
Throughout his career, Brian has focused on comprehensive financial planning, including retirement planning, major purchase planning, risk management, and wealth transfer strategies. His client-first approach emphasizes personalized guidance designed to align financial decisions with each client’s unique goals and circumstances. This philosophy has enabled him to build deep, lasting client relationships grounded in trust and results.
In addition to his work with individuals and families, Brian has extensive experience advising business owners and organizations, specializing in qualified retirement plans, executive benefits, and employee wellness programs. His ability to integrate personal and corporate planning allows clients to make informed decisions that support both business success and personal financial well-being.
Brian’s performance and dedication have earned consistent recognition within Equitable Advisors. He is a member of the firm’s Elite Advisor Group, reflecting his professional excellence and meaningful impact on clients’ lives. In 2012, he was promoted to Vice President of the San Diego Branch, where he played a key role in building and developing a successful advisory team from the ground up. His leadership, mentorship, and industry knowledge have been instrumental in the team’s long-term growth and success.
Today, Brian serves as Senior Vice President of the Southern California Branch, where his focus extends beyond his personal practice. As a member of the Senior Leadership Team, he is deeply involved in the strategic growth and development of the Southern California organization. He works closely with Vice Presidents and new advisors alike, fostering a culture of professionalism, collaboration, and excellence.
Outside the office, Brian enjoys life with his wife, Elizabeth, and their two daughters, Isabelle and Samantha, who share a passion for the performing arts. Their family also includes two dogs, Nova and Holly. Brian is an avid golfer and runner, enjoys time at the beach, and has a deep appreciation for music—especially live concerts and performances.
With extensive experience, proven leadership, and an unwavering commitment to his clients, Brian Bickford is a trusted financial planning professional dedicated to helping individuals and businesses navigate complexity and build a secure, confident future.