Brian Eller
Advisor @Moneta
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WORK HISTORY
Advisor @Moneta
Denver, CO, US
As your Family CFO, Moneta financial advisors empower people to navigate life’s path and protect what they cherish. We are your advantage.With the earned trust and confidence of our clients, we know what it’s like to guide families through the birth of new children, the death of loved ones, and the many joys and trials that come in between. Whether you want to send your kids to their dream school or retire early, your Family CFO is here to guide you. Whether you want to sell your business or sponsor the best retirement plan for your employees, your Family CFO is here to guide you. We are your advocate.Moneta delivers a level of service and loyalty to clients that only a completely independent, 100% Partner-owned company can offer. We believe in the power of relationships. Our team of experienced advisors works closely with you to understand your unique financial goals and develop personalized strategies that help you achieve them.We aren’t a machine where one plan fits all. Our methods are personal, customized, and based on solutions specific to you and your needs. From handling complex taxation scenarios and compensation models to navigating a liquidity event, we know that no two clients are the same.
EDUCATION
Kansas State University
Bachelor’s Degree, Accounting and Finance
ABOUT BRIAN ELLER
Wealth Advisor | Moneta
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