Brian Ott
Personal Strategic and Business Planner at One Wealth Map
- Role
- Personal Strategic and Business Planner at One Wealth Map
- Location
- Savannah, GA, US
- LinkedIn followers
- 500 followers
Experience
Personal Strategic and Business Planner
Mar 2021 — Present · Savannah, GA, US
As a Financial Planning Professional and Fiduciary, my aim has been and continues to be helping individuals and small businesses implement the right financial strategies for their employees, their families and themselves. This includes: Retirement Planning, Financial Planning, Asset Protection, Estate Planning, Tax Planning, Pension Planning, Document Preparation and Ongoing Portfolio Management.
Education
Ithaca College
Exercise Science
Cornell University
Bachelor of Science (B.S.), Nutrition and Exercise Science
1989 — 1993
The American College of Financial Services
CFP Course of Study
2013 — 2016
Skills
- Qualified Retirement Plans
- Sales
- Cold Calling
- Analysis
- Non-Qualified Deferred Compensation
- Healthcare
- Defined Contribution
- Leadership
- Licensing
- Sales Operations
- Erisa
- Retirement
- Securities
- 401(K) Retirement Savings Plans
- Marketing Strategy
- Investment Management
- Cost Accounting
- Medical Devices
- Financial Services
- Capital Equipment
- Salesforce.com
- Account Management
- Insurance
- Strategic Planning
- Accounting
- Defined Benefit
- Sales Management
- Retirement Plan Consulting
- Finance
- Operating Room
- Management
- Tax
- Product Launch
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