Brian Poe
- Role
- Family Wealth Strategist at Tfo Family Office Partners
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Brian Poe
As a CERTIFIED FINANCIAL PLANNER® professional, my mission is a simple one: to provide…
Experience
Family Wealth Strategist
Mar 2022 — Present
The true value of your wealth isn’t what’s shown on a statement. It’s about empowering you toward your specific purpose. That’s how TFO Family Office Partners can help. Wealth shouldn’t feel stressful and complex. We’ve designed your family office experience to give you a sense of: • Care • Vision • Confidence • Freedom A true family office experience is more than just a collection of knowledgeable professionals. It requires a team that works in concert to provide the experience your family deserves across a wide range of services: • Wealth Planning and Family Office Services • Investment Advisory Services • Tax Consulting and Compliance • Estate and Wealth Transfer Planning • Family Governance • Accounting and Bill Pay • Philanthropic Planning and Activities • Family Life Skills
Skills
- Personal Financial Planning
- Certified Financial Planner
- Portfolio Management
- Financial Advisory
- Banking
- Finance
- Asset Based Lending
- Wealth Management
- Investments
- Mortgage Lending
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