Craig Brinton

About Craig Brinton

The SBR Team works with clients from all walks of life with a loyal and growing clientele that shares entrepreneurial mindset. We work with well over one hundred accomplished business owners, agricultural executives, farmers, physicians and attorneys who are ready to move from a \"working life\" to a well-deserved and long-anticipated retirement lifestyle. They express passions and perseverance which have brought them significant wealth and expectations. We guide them to proper investments and strategies to enhance their financial lives. Many clients take full advantage of their company retirement plan and we help develop Trust or Individual portfolios along with college 529, Charitable gifting strategies, Insurance Planning and mortgage and debt planning. We Provide our Personal Wealth Analysis (PWA) wealth planning report to assist in pre and post retirement planning including retirement income planning and personal balance sheet optimization. Craig Brinton and Richard Soares hold the CERTIFIED FINANCIAL PLANNER™, CFP® certification. Designing the company retirement plan is our starting point with business clients To reflect our devotion to educating plan sponsors and helping them uphold their fiduciary responsibilities, our team has received an exceptional level of training. Through the access we provide to Merrill Fiduciary Plan Services, our firm will accept ERISA 3(21) or 3(38) fiduciary responsibility for investment advice and recommendations made in the best interest of your plan. Craig Brinton holds the designations of Certified Plan Fiduciary Advisor CPFA™ the Retirement Benefits Consultant RBC title, and C(k)P® Certified 401(k) Professional designation. Many retirement plans we review were designed years ago, perhaps, at a start-up phase. We discover that clients often pay more than necessary, for fewer benefits. Our firm\'s resources and expertise are designed to help meet your employees\' financial needs.

Experience

1. Wealth Management Advisor, Managing Director

   Merrill Lynch

   Mar 2008 — Present

   Credit and Lending Services are through Bank of America, N.A.(NMLS#632784)*Merrill Life Agency\'s California License Number 05•••76 C(k)P® is a registered trademark of The Retirement Advisor University, Inc. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

Education

• University of the Pacific

  Bachelor's Degree

  1984 — 1988