Brian Ott

Personal Strategic and Business Planner @One Wealth Map

Savannah, GA, US
MOBILE NUMBERS
+19•••••••96

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WORK HISTORY

Mar 2021 — Present

Personal Strategic and Business Planner @One Wealth Map

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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

N/A

Ithaca College

Exercise Science

1989 — 1993

Cornell University

Bachelor of Science (B.S.), Nutrition and Exercise Science

2013 — 2016

The American College of Financial Services

CFP Course of Study

SKILLS

Qualified Retirement PlansSalesCold CallingAnalysisNon-Qualified Deferred CompensationHealthcareDefined ContributionLeadershipLicensingSales OperationsErisaRetirementSecurities401(K) Retirement Savings PlansMarketing StrategyInvestment ManagementCost AccountingMedical DevicesFinancial ServicesCapital EquipmentSalesforce.comAccount ManagementInsuranceStrategic PlanningAccountingDefined BenefitSales ManagementRetirement Plan ConsultingFinanceOperating RoomManagementTaxProduct Launch

ABOUT BRIAN OTT

Personal Strategic and Business Planner at One Wealth Map

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