Chief Innovation Officer @ (January 2022 - November 2024)
Director Of Financial Planning @ (October 2015 - November 2024)
Registered Investment Advisor @ (September 2013 - October 2015)
Trust and Business Development Officer @ (December 2009 - September 2013)
Licensed Branch Manager @ (June 2007 - October 2009)
Licensed Branch Manager @ (June 2007 - October 2009)
Brian Bruggeman Education
Golden Gate University
Master of Science - MS (Taxation)
2018-2021
San Diego State University
Bachelor of Science (B.S.) Finance (Financial Services)
2002-2006
Brian Bruggeman Skills
Personal Financial Planning
Investments
Portfolio Management
Wealth Management
IRAs
Financial Planners
Employee Benefits
Investment Advisory
Asset Allocation
Retirement Planning
Estate Planning
Finance
Banking
Loans
401k
Education Funding
Life Insurance
Disability Insurance
Buy-sell Agreements
Financial Planning
Financial Services
Brian Bruggeman Summary
Brian Bruggeman, based in Walla Walla, WA, US, is currently a Partner at Block, Maughan, & Associates. Brian Bruggeman brings experience from previous roles at Walla Walla Wealth Advisors, LLC and Baker Boyer Bank. Brian Bruggeman holds a 2018 - 2021 Master of Science - MS in Taxation @ Golden Gate University. With a robust skill set that includes Personal Financial Planning, Investments, Portfolio Management, Wealth Management, IRAs and more. Brian Bruggeman has 1 emails and 2 mobile phone numbers on RocketReach.
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