Our Team
C. Brian Conners, MBA, CFP®
C. Brian Conners is a Certified Financial Planner (CFP) and Investment Advisor Representative with NPB Financial Group, LLC, a broker-dealer and member FINRA, MSRB and SIPC. NPB Financial Group is registered with the SEC as a registered investment advisor and a life insurance agency.
Brian has over 30 years' experience advising high net worth individuals, and successful business owners and executives on important financial, tax and investment matters having significant impact on their businesses and personal net worth. Acting as a Personal CFO, Brian has advised his clients on broad financial planning areas including financial management, retirement planning, tax planning, estate planning, life insurance, disability insurance, long term care insurance, wealth transfer, charitable trusts, mortgage and loan analysis and restructuring. For his business clients, Brian has advised business owners and executives on financial management, 401(k), profit sharing and pension plans, ESOP's and exit strategy.
As a financial and investment advisor, Brian has been helping his clients reach their goals more efficiently and effectively by providing his clients investment and institutional wealth management services.
As a licensed life, disability and long term care insurance professional, Brian has helped his clients secure insurance coverages to provide personal and family financial protection against life, disability, and long term care risks.
He has authored numerous articles, continuing education publications and podcasts including co-authoring the book "Planning for the Golden Years with Variable Annuities".
Brian has served on several non-profit boards including as President with the Association of Professional Consultants. He has been an active contributor in his local community as a participant including AYSO and the American Heart Association.
Brian has a Bachelor of Science in Electrical Engineering from the State University of New York at Stony Brook and a Master in Business Administration from Northrop University in Los Angeles, CA. In addition he completed one year of Law School study at Western State College of Law in Irvine, California. He received the professional designation of Certified Financial Planner (CFP) and Accredited Tax Preparer (ATP) designations from the College of Financial Planning in Denver, Colorado. He is a licensed series 7, 24 and 65, and an Investment Advisor Representative with FINRA and the California Department of Insurance (License #0661999)
Maureen Tsu, MBA, CFP®
Maureen Tsu is a Certified Financial Planner practitioner with NPB Financial Group, LLC. She was born in 1949. She graduated from the University of California, Los Angeles (UCLA) with a Bachelor of Science degree (B.Sc.) and obtained a Masters in Business Administration (MBA), in Finance and Economics from the University of Southern California, Los Angeles (USC). She received the professional designation as a Certified Financial Planner (CFP), from the College for Financial Planning in Denver, Colorado. She is licensed by the Certified Financial Planner Board of Standards, Inc. She has successfully passed her Enrolled Agent exam and is enrolled to practice before the Internal Revenue Service.
In addition to developing her own private practice in financial planning, Mrs. Tsu taught courses in Finance and Investments at colleges in Southern California. She is also a frequent speaker to organizations and associations. Her finance and management experience comes from working with a national petroleum company. In 1983, she established her practice in Orange County, after she began developing her career in financial planning with a firm in the South Bay of Los Angeles, in 1981. Mrs. Tsu concentrates her practice in reitirement/pension planning, as well as assisting women and retired individuals. She is a member of Financial Planning Association (FPA), the past President of the Orange County Society - ICFP, served on the National Board of Directors of the ICFP, predecessor to FPA, served as a member of the Board of Governors on the Certified Financial Planner Board of Standards Inc. (CFP Board), and was Chair of Financial Planning Standards Board (FPSB). She is a licensed series 7 and 65, and an Investment Advisor Representative with FINRA and the California Department of Insurance (License #0621120)
