Brian Loy
Advisor. Expect the best. Plan for the worst. And prepare to be surprised.
- Role
- Advisor, Managing Director at Wealthspire
- Location
- Reno, NV, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Advisor, Managing Director
Apr 2023 — Present
Helping you navigate life\'s uncertainties with fiduciary financial planning and investment advice. Call us at 77••••••44 for a confidential and complimentary review.
Education
College for Financial Planning
CFP
1986
University of California, Berkeley
BS, Finance
1975 — 1980
Institute of Charted Financial Analysts
CFA
1991
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