Brian Loy, CFA®, CFP®

Managing Director

Brian believes in living life on purpose, rather than “just showing up.” As a junior at the University of California, Berkeley in the late 1970s, his professional goals changed – for many years, Brian wanted to become a doctor. While his desire to “cure” people remained, he shifted his studies so he could bring financial wellness to people instead.

As an advisor and business owner himself, Brian has helped small- to medium-sized business owners address their unique financial planning concerns for the past four decades. He has dedicated his career to providing his clients – including business owners, health professionals, executives, and retirees – with the specialized financial services they need and deserve.

Brian began his career in 1980 as an analyst and planner for a financial planning and investment firm in the San Francisco Bay Area. After returning to Nevada where he was born and raised, he worked for a couple additional firms, buying out the third to launch and grow Sage Financial Advisors before ultimately joining Wealthspire.

Brian earned his bachelor’s degree in Business Administration/Finance from University of California, Berkeley in 1980, and he holds both the Certified Financial Planner and Chartered Financial Analyst® designations.

Passionate about giving back to the local communities that have given so much to him and his family, Brian is heavily involved with civic and professional organizations. He has served as president of the Estate Planning Council of Northern Nevada and Planned Giving Roundtable of Northern Nevada, and as a member of the University of Nevada Planned Giving Advisory Council. He is also an active member of the Investment Committee for the Community Foundation of Northern Nevada and of his local Rotary, for which he served as a past president and currently chairs the stewardship committee for the Club’s 501(c)3 Foundation. Brian is also a past board member of Renown Health and Hometown Health, and he is currently a member of their finance and investment committees.

Brian has been married to his wife Georgia for over 40 years and they are blessed with a lovely daughter. Outside of work, he enjoys spending time outdoors fishing, camping, skiing, abalone diving, and driving a tractor, in addition to traveling.

Previous Experience

  • President & Founder of Sage Financial Advisors

Education & Credentials

  • BS, University of California, Berkeley, Finance
  • Chartered Financial Analyst® (CFA®)
  • Certified Financial Planner (CFP®)


CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.

Brian Loy

Contact Brian Loy, CFA®, CFP®