Brian Hartstein Email & Phone Number
Partner @ Bayntree Wealth Advisors
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Brian Hartstein Location
- Paradise Valley, AZ, US
Brian Hartstein Work
- 2024 -now Partner @
- 1995 -now CEO @
- 2016 -2025 Director of Corporate Development @
- 1998 -2014 Board Member @ Phoenix Tax Workshop
Brian Hartstein Education
- The American College
Master of Science (Financial Services)
1999-2001 - Lafayette College
BS (History)
1987-1991
Brian Hartstein Skills
- Estate Planning
- Strategic Financial Planning
- Financial Planners
- Insurance
- Disability Insurance
- Life Insurance
- Health Insurance
- Finance
- Long-term Care
- Retirement
- Microsoft Office
- Long Term Care
- Microsoft Excel
- Management
- Sales
Brian Hartstein Summary
- Brian Hartstein, based in Paradise Valley, AZ, US, is currently a Partner at Bayntree Wealth Advisors. Brian Hartstein brings experience from previous roles at Economic Concepts, Inc., Bayntree Wealth Advisors and Phoenix Tax Workshop. Brian Hartstein holds a 1999 - 2001 Master of Science in Financial Services @ The American College. With a robust skill set that includes Estate Planning, Strategic Financial Planning, Financial Planners, Insurance, Disability Insurance and more. Brian Hartstein has 2 emails and 1 mobile phone numbers on RocketReach.
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