Dr. Virginia Bria is the President of Virginia Bria & Associates family and is the corporate financial counselor for their branch office with LPL Financial. Virginia has built strong, supportive relationships based on trust with her clients. She works with individuals from all walks of life, helping them to improve their lives and follow their dreams. Her message is simple: with time and disciplined investment, people can obtain financial independence.
Dr. Bria was educated at the University of Hartford, Pratt Institute, and received her doctorate in administration from the University of San Francisco. She brings over 27 years of experience to the financial services industry and is a LPL Registered Principal and holds securities registrations, 6, 7, 63, 65, 24, 51 with LPL Financial as well as a California Life and Health Insurance License. In addition she is a licensed tax consultant.
Virginia is located in Marin County, CA. and services clients throughout the Bay Area. She specializes in individual and company portfolio management, with a strong emphasis on retirement planning and wealth management. She has lectured and consulted extensively in finances throughout California in public, private and nonprofit organizations and universities for over 27 years.
When Virginia is not working with clients she volunteers in various non-profit organizations including the San Francisco Museum of Modern Art as a docent, and sponsor/artist for Marin County Youth In Arts “Italian Street Painting” Fundraiser.
Virginia is an avid outdoor adventurer and underwater photographer throughout the world.
Client Services Manager
Caity has been working in the financial services industry since 2015 as an administrative support person primarily to Financial Advisors and their clients. In her role with Virginia Bria and Associates, she provides administrative support to Virginia and support services to our clients. Her number one priority has always been to provide excellent services to clients which enhance the financial wellbeing of her clients.
In her prior work history she worked as a Realtor at Lyon Real Estate for 9 years. She worked alongside one of Lyons top producing agents and assisted in closing over 1500 real estate transactions.
In her free time, Caity enjoys exploring the many rivers and lakes California has to offer with her husband and chocolate lab, Millie.
James L. Kaller is certified as a specialist by the California State Bar in Probate, Trust and Estate Planning. He has over twenty five years of experience as an estate attorney. His clients include individuals and couples of various ethnic backgrounds from over twenty different countries. Jim handles probate court cases in every county in the San Francisco Bay Area, and most other counties throughout California. He works with clients to administer wills, durable powers of attorney, health care directives, living trusts, irrevocable life insurance trusts (ILITs), qualified personal residence trusts (QPERTs), qualified domestic trusts for non-citizen spouses (QDOTs), charitable remainder trusts (CRTs), and many other estate planning devices. He is an expert on the latest gift and estate tax rulings and frequently assists clients with planning to reduce or eliminate taxes. He often works with clients who have assets in other states or countries to coordinate their California estate plans with out-of-state assets.
Jim is a graduate of Harvard College (BA) and the University Of Texas Law School (JD). He is licensed to practice law in Texas, the District of Columbia, and California. He is also licensed to practice law in various federal courts including the United States Supreme Court and has handled litigation before the California Courts of Appeal, the California Supreme Court, and the federal Ninth Circuit Court of Appeals. He is a frequent lecturer on estate planning topics and has written several practical manuals related to probate to help assist other California attorneys.
Jim is a sole practitioner based in San Francisco since 1989. Prior to that time, he worked in general practice for a San Francisco law firm and also served two years as a staff counsel with the Pension Benefit Guaranty Corporation (PBGC).
He is fluent in five languages, and when not handling legal matters for clients, Jim is an active SCUBA diver and underwater photographer and also explores remote desert locations throughout North America.
James Kaller is not employed by or affiliated with LPL Financial or Virginia Bria & Associates.