Where Relationships Begin

Founder & Lead Advisor

Brian Souders

Financial Planner & Investment Adviser Representative

After graduating from California State University, Sacramento with a degree in Business Marketing, Brian launched his career in 2007 by starting his own independent insurance practice, focusing on Life, Long-term care, and Disability planning. As he worked closely with clients, he saw a recurring challenge—people weren't lacking access to financial information, they were lacking a clear framework to make confident, well-timed decisions across their financial lives.

That realization led Brian to expand his practice into comprehensive financial planning. He earned his Series 65 license and deepened his expertise in areas such as retirement income planning, tax-aware strategies, and Social Security decision-making. Today, his work centers on helping clients navigate complex financial choices—when to act, when to wait, and how to align every decision with a long-term strategy.

At ArcPoint Financial Advisors, Brian serves as a financial decision partner to his clients. His approach goes beyond building portfolios or delivering plans—he helps clients integrate investment strategy, taxes, retirement timing, and major life decisions into one cohesive framework. The goal is simple: every decision should work together, not in isolation.

Brian believes that in a world filled with market noise and endless opinions, the real value of an advisor is not just knowledge—but guidance, discipline, and perspective. His role is to bring clarity during uncertainty, help clients avoid costly mistakes, and keep them aligned with what matters most over time.