Broker Check
Brent J. Beverly, CFP ®

Brent J. Beverly, CFP ®


Brent became an independent financial planner in 1984 after serving as an officer in the U.S. Marine Corps. He founded a financial services firm in 1985 which grew into The Advisory Group, and offers extensive knowledge in comprehensive personal financial planning, executive compensation programs, investment allocation and implementation strategies and techniques.


  • Brent  was awarded the CERTIFIED FINANCIAL PLANNER™ certification in 1989.
  • Securities Licenses Include FINRA Series 7, 24, 53, 63 and 65 (held at LPL Financial)
  • California Insurance License Number 0684419
  • California Real Estate Broker License Number 00872521
  • BA in Economics and Managerial Studies from Rice University.

Insurance Disclosure:

Brent J. Beverly is domiciled in CA.  CA Insurance License #0684419.  Principal place of business is 20955 Pathfinder Road, Suite 110, Diamond Bar, CA 91765.