Brian Brandt

Brian Brandt

Executive Planning Professional

Brian wants to help people gain confidence in their finances by understanding what they have and what they are saving for.  Further, he wants to help families to know the purpose of money for their life.  Finally, he wants to help people gain financial independence early enough in life to enjoy their golden years.

Brian specializes in working with individuals motivated to better understand their finances

  • Empty Nester Retirement Planning
  • Key Personal planning for Businesses

Brian graduated from Simpson College with a B.A. in Economics and Finance, he is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Life Underwriter, a Chartered Financial Consultant and a Chartered Leadership Fellow.  Brian has over 25 years of experience in the financial services.

Brian is a 7 year MART (Management Achievement Roundtable) qualifier,

Brian resides in Solon, IA with his wife Christy and their 4 boys.  Their family has two pets, Cooper and Brady.  Brian has completed two half-marathons.  He is an "OK" poker player (direct quote).  Brian's free time includes coaching football and volunteering for Solon sports in his community.

 

Favorite Food:  Pizza

Favorite Quote: "Trust the process"

Favorite Holiday: Thanksgiving

Bucket List: Australian Sabbatical

Biggest Accomplishment:  Developing an outstanding successor to my previous role of leader of the Eastern Iowa Region of Principal.  This allowed me to confidently transition to my current role.

Place to visit: Vancouver

 

 

 

 

Phone (319) 363-2509