Brian
Founder | CEO | CFP® | Helping Physicians & Healthcare Professionals Reduce Financial Stress, Improve Well-Being & Practice Medicine on Their Own Terms
- Role
- Advisor Investor at Asa
- Location
- Lehi, UT, US
- LinkedIn followers
- 500 followers
About Brian
26+ years: Married to Ob/Gyn Physician | Father of 3 Boys | Wealth Management/RIA Founder…
Experience
Advisor Investor
Jan 2024 — Present · UT, US
Education
Western Connecticut State University
Business Administration and Management, General
Western New England University
Business Administration and Management, General
The American College of Financial Services
Accredited Behavioral Finance Professional®
The American College of Financial Services
Certified Financial Planner®, Personal Financial Planning
Quinnipiac University
Business Administration and Management, General
Minnechaug Regional High School
High School Diploma, Business Administration and Management, General
Skills
- Investments
- Investment Management
- Finance
- Strategy
- Luxury Goods
- Retirement
- Financial Services
- Entrepreneurship
- Venture Capital
- Start-Ups
- Mergers & Acquisitions
- Marketing Strategy
- Investment Strategies
- Private Equity
- Marketing
- Investor Relations
- Wealth Management
- Angel Investing
- Sales Management
- Merchandising
- Management
- Business Acquisition
- Sales
- Asset Allocation
- Executive Management
- E-Commerce
- Market Analysis
- Online Advertising
- Alternative Investments
- Asset Management
- Business Development
- Business Planning
- Business Strategy
- Competitive Analysis
- Corporate Development
- Corporate Finance
- Due Diligence
- Equities
- Estate Planning
- Event Management
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