Profile

P: 949.833.5762

F: 949.833.5810

E: brent@wmsirvine.com

Brent Wood Koch

Principal

Brent Wood Koch is the managing principal of Wealth Management Strategies. As one of the premier financial strategies consultants in the industry, Brent brings over 25 years of experience to WMS. He has completed business with some of the most affluent families, business owners and executives across the country. Since joining AXA Advisors, LLC in 1988, he has been recognized as one of AXA Advisors’ elite with many honors and awards. Over the last ten years, Brent has designed and implemented some of the most advanced and sophisticated estate, business and wealth transfer strategies in the industry. On a national basis, he works closely with his clients’ attorneys, accountants and advisors to design the strategies that satisfy their needs. Brent is an active member of his Church and community servicing in various capacities. He is active in several national and local charities. Brent lives with his wife Jana and their four daughters in Laguna Niguel, California.

Education
University of Utah – Salt Lake City, UT
Licenses & Certifications
FINRA Series 7, 63, 65

CA Insurance License #0754302

Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN).  Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor.  Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC; in UT as Equitable Network Insurance Agency of Utah, LLC; and in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed.  The information in this web site is not investment or securities advice and does not constitute an offer.  Wealth Management Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

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