Brian Stallcop

Role
Sherpa Wealth Strategies, Llc
Location
Bend, OR, US
LinkedIn followers
500 followers

About Brian Stallcop

I have been helping clients work toward achieving their financial and life goals since…

Experience

  1. Sherpa Wealth Strategies, Llc

    Present

Education

  • University of Missouri-Columbia

    BA, Latin American Studies

    1982 — 1985

  • University of Missouri-Columbia

    MA, Journalism

    1985 — 1987

Skills

  • Retirement Planning
  • Asset Allocation
  • Leadership
  • Financial Services
  • Investments
  • Securities
  • Public Speaking
  • Estate Planning
  • Charitable Giving Strategies
  • Long Term Care
  • Small Business
  • Financial Planning
  • Life Insurance
  • Finance
  • Management
  • Comprehensive Wealth Management
  • Investment Advisory
  • Strategic Planning
  • Insurance Planning
  • Disability Insurance

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Brian Stallcop — Sherpa Wealth Strategies, Llc in Bend, OR, US | Unifers