Brian D. Cayon
Fiduciary | Partner | Investment Advisor
- Role
- Investment Advisor & Partner at Fortress Planning Group
- Location
- Waukesha, WI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Brian D. Cayon
Having spent much of my career working directly with clients, I believe in purpose-driven…
Experience
Investment Advisor & Partner
Mar 2022 — Present · Pewaukee, WI, US
Skills
- Credit Analysis
- Equity Research
- Financial Analysis
- Alternative Investment Strategies
- Fixed Income
- 401k Rollovers
- Personal Finance
- Money Management
- Commodity Markets
- Reit
- Bond Markets
- Investment Advisory
- Etfs
- Iras
- Portfolio Management
- Equities
- Independent Financial Advice
- Retirement
- Retirement Planning
- Bdcs
- Mutual Funds
- Risk Management
- Roth Ira
- Securities
- Benchmarking
- Wealth Management
- Qualified Retirement Plans
- Investment Strategies
- Alternative Investments
- Investments
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