Brian McLaren Email & Phone Number
Private Wealth Manager @ Creative Planning
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Brian McLaren Location
- Bellevue, WA, US
Brian McLaren Work
- Private Wealth Manager @ (July 2022 - Present)
- Financial Advisor @ (December 2017 - July 2022)
- Financial Advisor @ (November 2015 - December 2017)
- Financial Advisor @ ClearPoint Financial (December 2011 - November 2015)
- Sr. Mortgage Advisor @ Cobalt Mortgage (May 2009 - December 2011)
- Founding Partner @ Puget Sound Property Group (July 2006 - May 2009)
- Sales Manager @ (August 2003 - July 2006)
- Sr. Account Executive - Key Markets @ (June 1991 - August 2003)
Brian McLaren Education
- University of Washington
Bachelors (Business Administration)
1994-1998
Brian McLaren Skills
- Portfolio Management
- Mortgage Banking
- Management
- Investments
- Small Business Retirement Planning
- Relationship Management
- Mortgage Lending
- Finance
- Retirement
- Retirement Plan Consulting
- Investment Advisory
- Loans
- Insurance
- Customer Service
- Series 7
- Retirement Planning
- Wealth Management
- Financial Planning
- Loan Origination
- Residential Mortgages
Brian McLaren Summary
- Brian McLaren, based in Bellevue, WA, US, is currently a Private Wealth Manager at Creative Planning. Brian McLaren brings experience from previous roles at Vestory by Apella, Opes Advisors, A Division of Flagstar Bank, ClearPoint Financial and Cobalt Mortgage. Brian McLaren holds a 1994 - 1998 Bachelors in Business Administration @ University of Washington. With a robust skill set that includes Portfolio Management, Mortgage Banking, Management, Investments, Small Business Retirement Planning and more. Brian McLaren has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Brian McLaren?
Find contact details for 700 million professionals.
Others Named Brian McLaren
Brian McLaren
Private Wealth Manager
Bellevue, WA, US
Brian McLaren
Supply chain transformation lead
Congleton, GB
Brian McLaren
Area Sales Manager
Alloa, GB
Brian McLaren
Wealth Manager
Galashiels, GB
Top Creative Planning Employees
Tony Franchimone
Managing Director
Carlsbad, CA, US
Garrett Stinson
Managing Director
Newport Beach, CA, US
Tamara Lowenberg
Managing Director
Sacramento, CA, US
Jeff White
Managing Director
California, United States
Dave Kaye
Chief Financial Officer
Kansas City, MO, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co