Brian Hartstein Email & Phone Number
Partner @ Bayntree Wealth Advisors
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Brian Hartstein Location
- Paradise Valley, AZ, US
Brian Hartstein Work
- Partner @ (January 2024 - Present)
- Director of Corporate Development @ (August 2016 - February 2025)
- Board Member @ Phoenix Tax Workshop (January 1998 - January 2014)
- CEO @ (October 1995 - Present)
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 Bayntree Wealth Advisors, Phoenix Tax Workshop and Economic Concepts, Inc.. 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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