Brian O. Butler

About Brian O. Butler

I am the CEO and Senior Wealth Advisor at Wealth Standard Financial, a firm that puts its clients\' interests ahead of its own and helps them gain clarity, start implementing, and get organized. I have over 20 years of experience in the financial services industry, and I hold multiple credentials, including Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), and Certified Plan Fiduciary Advisor (CPFA).My passion is to help people thrive and prosper through their most important life transitions, such as retirement, business succession, or personal growth. Whether clients are currently successful financially and looking to protect, or are in growth mode trying to build a work-optional lifestyle, I help them become the hero of their next chapter. I start any client relationship with a client-centric and not product-focused financial plan, and I provide investment strategies that evolve from the consultative process. I also leverage my experience in retirement planning and exit planning to help clients pursue their goals and dreams. Additionally, I serve as the President of Wealth Standard Insurance.*Insurance services are offered through Wealth Standard Insurance a separate entity from CWM, LLC.

Experience

1. CEO & Senior Wealth Advisor

   Wealth Standard Financial

   Aug 2016 — Present

   At Wealth Standard Financial, we are intensely focused on helping design income plans for clients. Whether clients are currently successful financially and looking to protect, or are in growth mode trying build a work optional lifestyle, we help them become the hero of their next chapter.Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed CWM, LLC as to accuracy or completeness.

Education

• CreativeMind

  Certified Jungian Life Coach, Mindset and performance

• Pepperdine Graziadio Business School

  Executive Certificate in Financial Planning, Financial Planning

• Lamar High School

  Business Administration and Management, General

• University of Houston-Downtown

  Bachelor of Business Administration (B.B.A.), MANAGEMENT

• National Academy of Sports Medicine

  CPT, PES, Fitness Training

  2009 — 2009

• College for Financial Planning

  Chartered Retirement Planning Counselor, Retirement Planning

  2011 — 2011

Skills

• Series 63
• Life Insurance
• Health Insurance
• Series 65
• Chartered Retirement Planning Counselor (Crpc)
• Series 7