Brendan Stringer
Senior Associate Wealth Advisor at Beacon Pointe Advisors
- Role
- Senior Associate Wealth Advisor at Beacon Pointe
- Location
- Greensboro, NC, US
- LinkedIn followers
- 500 followers
About Brendan Stringer
I help high-net-worth individuals and families make the most informed decisions related to their wealth, coordinating all areas of investment management and financial planning to create and implement cohesive life plans for my clients. Beacon Pointe Advisors is a wealth advisory consulting firm that takes a comprehensive approach to helping institutions, retirement-sponsored plans, high-net-worth individuals and families set and meet their financial goals. We focus on full-service financial planning and research-driven investments. Specialties: Wealth Management, Investment Consulting, Retirement Readiness Planning, Education Cost Planning, Strategic Tax & Estate Planning, Career & Business Planning, Life Changes & Milestones, Values-Based and Impact Investing
Experience
Senior Associate Wealth Advisor
Mar 2022 — Present
Beacon Pointe is a registered investment advisory firm that takes a comprehensive approach to helping institutions, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full service financial planning and research driven investments. Through our allWEALTH® approach, we partner with our clients to help them make the most informed decisions possible on any issues related to their wealth and help clients align their wealth to what matters most.
Education
University of Colorado Denver
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
2012 — 2014
Front Range Community College
Associate of Arts and Sciences (AAS), General Studies
2010 — 2012
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