Brian Pretti

Brian Pretti

Brian Pretti is a partner and chief investment officer at Capital Planning Advisors. He has been an investment management professional for more than three decades. Beginning in 1990, he served as senior vice president and chief investment officer for Mechanics Bank Wealth Management, where he was instrumental in growing assets under management from $150 million to more than $1.4 billion

Pretti is a sought-after public speaker on the topics of the financial markets and economy and has been quoted in Barron’s, the Financial Times, San Francisco Business Times and Comstock’s.

Before joining Mechanics Bank, he was an investment research analyst at value equities investment firm George B. Springman, serving institutional clients such as the state of Oregon, San Francisco City and County Public Retirees and the Contra Costa Country Retiree Pension Fund from 1986-1990. From 1983-1986, Pretti was a research analyst in the three-person, headquarters-based financial planning and analysis division of Transamerica.

Pretti was the founder, publisher and editor of, a subscription-based investment research website serving institutional, private and retail investors, from 1998-2012 and continues to write for numerous well-known investment websites such as ZeroHedge and Financial Sense.

He holds the chartered financial analyst (CFA) and certified financial planner (CFP) designations. He earned an MBA in finance from San Francisco State University and a BS in economics and BA in business administration from the University of San Francisco.

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