Our Qualifications

Brian Haubenstock has dedicated his life-long career to providing comprehensive personal financial planning, estate planning, and employee and executive benefit planning services. This is his passion. He holds the esteemed designations of Accredited Investment Fiduciary® (AIF®), Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®). Both (ChFC®) and (CLU®) were awarded by the American College in Bryn Mawr, Pennsylvania.

Brian graduated from Tufts University and attended the London School of Economics. This diverse educational background laid the foundation for his multifaceted approach to financial planning and wealth management.

A respected leader in his field, Brian has served as the past president of the San Diego Chapter of the Society of Financial Service Professionals (SFSP), where he contributed significantly to the advancement of professional standards and practices within the industry.

Beyond his professional endeavors, Brian is deeply committed to giving back to the community. For several years, he has served as Chairman of the Board of the Behavioral Diabetes Institute, leveraging his financial expertise to support the organization's mission of promoting behavioral solutions for diabetes management. Brian lives in San Diego with his wife Lori and son Zachary.

At Pinnacle Planning, Brian leads a dedicated team focused on empowering clients to achieve their financial goals and secure their financial futures. With a client-centric approach and a wealth of experience, Brian is a trusted advisor to individuals and businesses alike.