Experienced Wealth Manager as a CERTIFIED FINANCIAL PLANNER™ professional, Brian is held to the highest of standards and obliged to uphold the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence as outlined in CFP Board’s Code of Ethics. The ...more

Experienced Wealth Manager as a CERTIFIED FINANCIAL PLANNER™ professional, Brian is held to the highest of standards and obliged to uphold the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence as outlined in CFP Board’s Code of Ethics. The Rules of Conduct require CFP® professionals to put client interests ahead of their own at all times and to provide their financial planning services as a “fiduciary”—acting in the best interest of the client. Brian is also an Accredited Investment Fiduciary® (AIF®) with a demonstrated history of working in the financial services industry. Skilled in Retirement Planning, Estate Planning, Wealth Management, Qualified Retirement Plans for Businesses, tax efficiency, and college savings education considerations. Strong finance professional with a Bachelor of Interdisciplinary Studies focused in Business, Communication from Arizona State University.less