Brett Cristiano
Investment Advisor at Verus Financial
- Role
- Investment Advisor at Verus Financial Group
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Brett Cristiano
Helping clients create a financial plan that works so they can be confident they can find every solution to improve their financial lives.Verus Financial Group is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Verus Financial Group and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements.Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Verus Financial Group does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members.Insurance products and services are offered and sold through Verus Insurance and individually licensed and appointed insurance agents.
Experience
Investment Advisor
Jan 2023 — Present · Houston, TX, US
Helping clients create a financial plan that works so they can be confident they can find every solution to improve their financial lives.Verus Financial Group is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Verus Financial Group and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements.Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Verus Financial Group does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members.Insurance products and services are offered and sold through Verus Insurance and individually licensed and appointed insurance agents.
Education
Texas A&M University
B.B.A., Finance
2004 — 2008
University of Houston, C.T. Bauer College of Business
MS, Finance
2010 — 2012
Skills
- Investments
- Wealth Management
- Financial Modeling
- Securities
- Customer Service
- Strategic Financial Planning
- Fixed Income
- Excel
- Financial Analysis
- Equities
- Valuation
- Corporate Finance
- Microsoft Excel
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