Brian McLaren
Private Wealth Manager at Creative Planning
- Role
- Private Wealth Manager at Creative Planning
- Location
- Bellevue, WA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Brian McLaren
100% fee-only fiduciary with fifteen years of experience helping people pursue their…
Experience
Private Wealth Manager
Jul 2022 — Present · Bellevue, WA, US
100% fee-only Fiduciary providing comprehensive financial planning and wealth management
Education
University of Washington
Bachelors, Business Administration
1994 — 1998
Skills
- Relationship Management
- Financial Planning
- Mortgage Lending
- Portfolio Management
- Loans
- Retirement Planning
- Management
- Finance
- Customer Service
- Mortgage Banking
- Insurance
- Residential Mortgages
- Small Business Retirement Planning
- Retirement
- Series 7
- Wealth Management
- Loan Origination
- Investments
- Investment Advisory
- Retirement Plan Consulting
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