Brian Kavanaugh Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ and Lead Financial Advisor @ Archvest Wealth Advisors
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Brian Kavanaugh Location
- Los Angeles, CA, US
Brian Kavanaugh Work
- CERTIFIED FINANCIAL PLANNER™ and Lead Financial Advisor @ (January 2022 - Present)
- Private Financial Coach and Distribution Consultant (July 2017 - October 2022)
- Regional Vice President Sales @ (January 2016 - July 2017)
- Key Account Director | Regional Sales Director @ Sierra Mutual Funds | Ocean Park Asset Management (June 2011 - December 2015)
- Regional Sales Associate Covering Registered Investment Advisors (RIA) @ (January 2007 - May 2011)
- Actor @ Stage and Film Actor (October 2005 - January 2011)
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 2 mobile phone numbers on RocketReach.
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