Brian Wells
Firstrust Financial Resources
- Role
- Vice President at Firstrust Financial Resources
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Brian Wells
Each family and business structure is unique. A customized approach is required with strategies tailored to reach your goals. Over the last two decades, I’ve worked with individuals and businesses to achieve their long-term financial goals, assisting with the design and implementation of effective investment portfolios, insurance strategies, and employee benefits. Delivering a superior experience and the best tools to my clients is a top priority. To offer the best service, I hold the Retirement Income Certified Professional (RICP) designation, which helps my clients obtain a secure retirement. I am equipped with the knowledge to effectively manage the transition from asset accumulation during working years to asset de-accumulation in retirement. RICP helps me deliver smart strategies for creating secure, sustainable income for a client’s retirement. My Chartered Advisors in Senior Living (CASL) designation from the American College provided me with a better understanding of how to navigate the needs and challenges faced by the 55+ marketplace and better serve my clients. I am also a member of the Million Dollar Round Table (MDRT).
Experience
Vice President
Mar 2000 — Present · Philadelphia, PA
Education
The Wharton School
Certificate
2019
East Stroudsburg University of Pennsylvania
Bachelor of Arts (B.A.)
1989 — 1993
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