Brian Kavanaugh Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ and Lead Financial Advisor @ Archvest Wealth Advisors
5 free lookup(s).
Brian Kavanaugh Location
- Los Angeles, CA, US
Brian Kavanaugh Work
- 2022 -now CERTIFIED FINANCIAL PLANNER™ and Lead Financial Advisor @
- 2017 -2022 Private Financial Coach and Distribution Consultant @ Self Employed
- 2016 -2017 Regional Vice President Sales @
- 2011 -2015 Key Account Director | Regional Sales Director @ Sierra Mutual Funds | Ocean Park Asset Management
- 2007 -2011 Regional Sales Associate Covering Registered Investment Advisors (RIA) @
- 2005 -2011 Actor @ Stage and Film Actor
Brian Kavanaugh Education
- College for Financial Planning
(Financial Planning and Services)
2019-2021 - Hartwick College
BA (Business Management)
1997-2001
Brian Kavanaugh Skills
- Mutual Funds
- Series 7
- Investments
Brian Kavanaugh Summary
- Brian Kavanaugh, based in Los Angeles, CA, US, is currently a CERTIFIED FINANCIAL PLANNER™ and Lead Financial Advisor at Archvest Wealth Advisors. Brian Kavanaugh brings experience from previous roles at Self Employed, Horizon Investments, Sierra Mutual Funds | Ocean Park Asset Management and Deutsche Asset Management. Brian Kavanaugh holds a 2019 - 2021 College for Financial Planning. With a robust skill set that includes Mutual Funds, Series 7, Investments and more. Brian Kavanaugh has 3 emails and 1 mobile phone numbers on RocketReach.
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