Scott Brihn

Chief Operating Officer - Pinnacle Advisors - Practicing goals-based financial planning that works in real life

Role
Chief Operating Officer & Wealth Manager at Pinnacle Advisors
Location
Cleveland, OH, US
LinkedIn followers
500 followers

About Scott Brihn

I am a CERTIFIED FINANCIAL PLANNER™ practitioner. I work best with people who…

Experience

  1. Chief Operating Officer & Wealth Manager

    Pinnacle Advisors

    Jan 2022 — Present · Medina, OH, US

    Our commitment is simple: All at the same table. All on your sideWe specialize in comprehensive wealth management, bringing collaboration, precision, and delegation to your financial journey.We seek to help streamline your path to milestones, remaining available to coordinate with your financial team to understand your story and help you meet your unique financial goals.Pinnacle is a fee-only Wealth Management firm working with affluent individuals, business owners and their families. Pinnacle sells no products and receives no income from any third party. Pinnacle is an SEC Registered Investment Adviser, which legally makes Pinnacle a FIDUCIARY to its clients under both state and federal law.

Education

  • Boston University

    Certificate in Financial Planning

  • Syracuse University - Martin J. Whitman School of Management

    Bachelor's degree

Skills

  • Management
  • Team Building
  • Sales Operations
  • Business Development
  • Strategic Planning
  • Budgets
  • Marketing Strategy
  • Strategic Partnerships
  • Leadership
  • Crm
  • Training
  • Recruiting
  • Sales Management
  • Team Leadership
  • Account Management
  • Product Development
  • Sales
  • Program Management
  • Strategy
  • Advertising
  • Contract Negotiation
  • Start-Ups

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Scott Brihn — Chief Operating Officer & Wealth Manager at Pinnacle Advisors in Cleveland, OH, US | Unifers