Brian Hamlin in

Brian Hamlin

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Financial Advisor at Somerset Wealth Strategies
📍 Lake Oswego, Oregon, United States

Brian Hamlin is a Financial Advisor at Somerset Wealth Strategies, where he focuses on retirement income planning and wealth management. A graduate of the University of Oregon with a degree in Business Administration, he holds Series 7, 63, and 65 licenses. He is the son of the firms founder, Thomas Hamlin.

Outside of work, Brian enjoys cooking, golfing, and going to the gym. He grew up in Lake Oswego, Oregon, and played college baseball for two years at Yakima Valley College before transferring to university. He also enjoys spending his spare time with friends and family.

Unique fact: Brian successfully achieved all of his securities industry licenses by the age of 20.

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Experience
3 Years
Current Role
Financial Advisor
Location
Lake Oswego, Oregon, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Brian cares about

Retirement Planning
Specializes in creating reliable income plans for retirees, helping them turn their nest egg into a predictable stream of income.
Informed Investing
His professional philosophy is that the best financial decision is the most informed one, and he prioritizes educating his clients.
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Career

Work history

8-2023
Financial Advisor
Somerset Wealth Strategies
6-2022 - 7-2023
Intern/Junior Advisor
Somerset Wealth Strategies
6-2022 - 9-2022
Sales Intern
Venus Concept
In the press

Media appearances

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Education
9-2022 - 6-2024
Bachelor of Business Administration - BBA
University of Oregon Lundquist College of Business
3-2022 - 6-2024
Bachelor's degree
University of Oregon
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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