Brian Campagna
Fidelity Concurrent Wealth Advisor @Columbia Associates Wealth Management Group
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WORK HISTORY
Fidelity Concurrent Wealth Advisor @Columbia Associates Wealth Management Group
Associates Wealth Management Group specializes in comprehensive wealth management for individuals and business owners. The company is dedicated to being the most trusted financial team in the community. Independent, objective, and unbiased advice is provided. Services offered to individuals include investment management, estate planning, retirement planning, and risk management. For business owners and executives, the company provides tax-advantaged financial concepts that may turn potential problems into opportunities and solutions.Columbia Associates Wealth Management Group provides all investment advisory services through Concurrent Investments Advisors, LLC (“Concurrent”), an SEC Registered Investment Advisor. Advisory Services offered through Concurrent Investment Advisors, LLC (Concurrent) an SEC Registered Investment Advisor. Securities offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC d/b/a Columbia Associates Wealth Management Group are not affiliated companies.
EDUCATION
University of Oregon Lundquist College of Business
Finance, International Studies, Economics, Marketing
Curtin University
Business International Exchange Program
ABOUT BRIAN CAMPAGNA
Wealth Advisor at Columbia Associates Wealth Management Group
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