Brian Corriveau Email & Phone Number
Managing Partner and Financial Planner @ Wealthcare Investment Partners
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Brian Corriveau Location
- Smithfield, RI, US
Brian Corriveau Work
- 2018 -now Managing Partner and Financial Planner @
- 2018 -now Managing Partner and Financial Planner @
- 2001 -2018 Owner and LPL Financial Planner and Accredited Investor Fiduciary @
- 1988 -2000 Registered Representaive and Assistant Vice President @
Brian Corriveau Education
- Roger Williams University
BS (Finance, Economics)
1985-1987 - Killingly High School 1981-1983
Brian Corriveau Skills
- Estate Planning
- Investments
- Securities
- Financial Services
- Portfolio Management
- Strategic Financial Planning
- Wealth Management
- Financial Planners
- Financial Analysis
- Risk Management
- New Business Development
- Equities
- Asset Managment
- Finance
- Insurance
- Wealth
- Management
- Customer Service
- Sales
- Mutual Funds
- Series 6
- Asset Allocation
- Retirement Planning
- Leadership
- Microsoft Excel
- Financial Reporting
Brian Corriveau Summary
- Brian Corriveau, based in Smithfield, RI, US, is currently a Managing Partner and Financial Planner at WealthCare Investment Partners, a Registered Investment Advisor ("RIA"). Brian Corriveau brings experience from previous roles at WealthCare Investment Partners, a Registered Investment Advisor ("RIA"), Wealthcare Investment Partners and First Investors Corporation. Brian Corriveau holds a 1985 - 1987 BS in Finance, Economics @ Roger Williams University. With a robust skill set that includes Estate Planning, Investments, Securities, Financial Services, Portfolio Management and more. Brian Corriveau has 1 emails and 1 mobile phone numbers on RocketReach.
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