Brian Casper Email & Phone Number
Financial Advisor @ Edward Jones
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Brian Casper Location
- Sacramento, CA, US
Brian Casper Work
- 2013 -now Financial Advisor @
- 2009 -2013 Sr. District Executive @
- 2002 -2008 Server @
Brian Casper Education
- California State University-Sacramento
Brian Casper Skills
- Strategic Planning
- Pensions
- 401k Rollovers
- Asset Protection Strategies
- Retirement
- Multi Generational Wealth Transfer
- Portfolio Review
- Money Market
- Estate Considerations
- Trust Services
- Financial Strategies
- Leadership
- Wealth Management
- Sales
- Leadership Development
- Fixed Income
- Portfolio Strategies
- Microsoft Excel
- Life Insurance
- Estate and Legacy Strategies
- Long Term Care Insurance
- Bonds
- Financial Analysis
- Wealth Preservation Strategies
- Wealth Protection Strategies
- Retirement Savings
- Disability Insurance
- Eagle Scout
- Fundraising
- Equities
- Asset Allocation Strategies
- Roth IRA
- Stocks
- Public Speaking
- Marketing
- Retirement Planning
- Mutual Funds
- IRAs
- Finance
- Wealth Transfer
- Event Planning
- Community Outreach
- 529 Plans
- Business Analysis
- Estate Planning
Brian Casper Summary
- Brian Casper, based in Sacramento, CA, US, is currently a Financial Advisor at Edward Jones. Brian Casper brings experience from previous roles at Boy Scouts of America : Golden Empire Council and Bubba Gump Shrimp Co.. Brian Casper holds a California State University-Sacramento. With a robust skill set that includes Strategic Planning, Pensions, 401k Rollovers, Asset Protection Strategies, Retirement and more. Brian Casper has 3 emails and 2 mobile phone numbers on RocketReach.
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