Meet Fiera.
Fiera N. Brein, AAMS®
Addison Avenue Investment Services
CA Insurance License #4331058
A little insight into Fiera N. Brein
Helping others has always been the driving force behind my career. For more than a decade, I’ve had the privilege of turning that passion into a profession in the finance and investment world. I believe true financial success starts with understanding what matters most to you: your goals, your values and your vision for the future.
As a tax-aware advisor, I take a holistic and strategic approach to financial and wealth planning. Whether we’re designing a retirement roadmap or curating an investment portfolio, I’m always looking for opportunities to help you grow your wealth while minimizing tax impacts today and for generations to come.
Everyone’s life story is different. My journey began with an accounting degree from the University of Indonesia in 2002 followed by a move to the U.S. in 2007, where I built a strong foundation in finance. I joined First Tech Federal Credit Union in 2021 and transitioned to Addison Avenue Investment Services in 2022. After 11 wonderful years in Washington state, I’m now thrilled to call the Bay Area home.
Outside of work, I love spending time with my family and embracing the outdoors. I enjoy kayaking, fishing, crabbing and foraging for clams and oysters. I’m always up for a good puzzle and excited to discover new adventures here in California.
Let’s connect and explore how we can advance your financial journey together.
QUALIFICATIONS: holds series 6, 7, 63 and 65 securities licenses; life and health insurance licensed with variable endorsements.
Registered address: 120 Central Way, Kirkland, WA 98033 | 425.702.3149
Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
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