Brian McCaffrey Email & Phone Number
Senior Partner
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Brian McCaffrey Location
- Houston, TX, US
Brian McCaffrey Work
- 2024 -now Senior Partner @ Texas Retirement Planners
- 2020 -now Owner and Founder @
- 2013 -2020 Financial Professional and Retirement Benefits Specialist, Tax Sheltered Plans @
Brian McCaffrey Education
- Rice University
CERTIFIED FINANCIAL PLANNER™ Graduate Certificate Program (Personal Finance)
2022-2023 - Texas A&M University
Bachelor's of Science Degree (Economics)
2009-2013
Brian McCaffrey Skills
- Personal Financial Planning
- Goal Planning
- Investment Planning
- Fiduciary Services
- Needs Analysis
- Annuities
- Accident
- Health Insurance
- Management
- Economics
- Economic Data Analysis
- Forecasting
- Communication
- Financial Services
- Investments
- Finance
- Asset Management
- Education
- Financial Advisory
- Insurance
- Wealth Management
- Investment Advisory
- Life Insurance
- Retirement Plans
- Customer Service
- Retirement Benefits
- College Savings Plans
- Wealth Accumulation
- Tax Efficient Strategies
Brian McCaffrey Summary
- Brian McCaffrey, based in Houston, TX, US, is currently a Senior Partner at Texas Retirement Planners. Brian McCaffrey brings experience from previous roles at McCaffrey Wealth Management, LLC and Equitable Advisors. Brian McCaffrey holds a 2022 - 2023 CERTIFIED FINANCIAL PLANNER™ Graduate Certificate Program in Personal Finance @ Rice University. With a robust skill set that includes Personal Financial Planning, Goal Planning, Investment Planning, Fiduciary Services, Needs Analysis and more. Brian McCaffrey has 2 emails and 1 mobile phone numbers on RocketReach.
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