Broker Check

Management Team

Virginia Bria, Ed.D.

President

(415) 456-8468

(415) 456-1628

virginia.bria@lpl.com

Dr. Virginia Bria is the President of the Virginia Bria & Associates family. Virginia strives to build strong, supportive relationships based on trust with her clients. She works with individuals from all walks of life, helping them in pursuit of  improving their lives and following 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, holding the 6, 7, 63, 65, 24, 51 registrations 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.

Renee Wirth

Client Services Manager

650-446-4941

renee.wirth1@lpl.com

Renee began her financial career in 1993, working in the operations department for a Seattle-based municipal bond broker, and becoming their trading assistant in 2005. In 2009, she transitioned to working with an independent advisory firm that would eventually join LPL Financial in 2017.  With several decades of experience in customer service and administration, Renee enjoys streamlining daily tasks, and supporting advisors and clients through life’s changes.

She and her husband live in Fircrest outside of Tacoma. They love to hike and camp, just minutes from some of the most beautiful trails in the state. With their three grown children and three grandchildren, they enjoy spending time cooking and laughing at their large family gatherings.

STRATEGIC ALLIANCE

James L. Kaller

Estate Attorney

(415) 362-9134

jameskaller@batnet.com

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.