Brian Bucell Email & Phone Number

Managing Partner, CERTIFIED FINANCIAL PLANNER™ Professional @ Crestview Capital Management

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Brian Bucell's Location

Agoura Hills, CA, US

Brian Bucell's Work

Managing Partner, CERTIFIED FINANCIAL PLANNER™ Professional @ Crestview Capital Management
Associate Vice President Wealth Advisor @ SteelPeak Wealth
Wealth Advisor @ SteelPeak Wealth

Marketing Assistant and Para Planner @ Lincoln Financial Network
Vice President of Finance at Management Association California State University Northridge @ MACSUN
Financial Advisor Intern @ Morgan Stanley

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Brian Bucell's Education

Pepperdine Graziadio Business School
Certificate in Financial Planning (Financial Planning and Services)
2019 - 2020
California State University-Northridge
Bachelors of Science Business Administration (Financial Planning and Services)
Moorpark College
Associate of Arts (AA) (Business, Liberal Arts)

Brian Bucell's Skills

Leadership
Team Building
Cash Management

Banking
PowerPoint
Public Speaking
Accounting
Insurance
Retirement Planning
Sales

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Brian Bucell's Summary

Brian Bucell, based in Agoura Hills, CA, US, is currently a Managing Partner, CERTIFIED FINANCIAL PLANNER™ Professional at Crestview Capital Management, bringing experience from previous roles at Steel Peak Wealth Management, LLC, Steel Peak Wealth Management, Lincoln Financial Advisors and MACSUN. Brian Bucell holds a 2019 - 2020 Certificate in Financial Planning in Financial Planning and Services @ Pepperdine Graziadio Business School. With a robust skill set that includes Leadership, Team Building, Cash Management, Banking, PowerPoint and more, Brian Bucell contributes valuable insights to the industry. Brian Bucell has 3 emails and 1 mobile phone number on RocketReach.

Brian Bucell Email Address

Found 3 email address listings:

Brian Bucell Phone Number

Found 4 phone numbers:

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