P: 949.833.5762
F: 949.833.5810

Brent 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 the company in 1988, he has been recognized as one of the company’s 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