Brian Plain Email & Phone Number
CERTIFIED FINANCIAL PLANNER®
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Brian Plain Location
- Chicago, IL, US
Brian Plain Work
- 2009 -now CERTIFIED FINANCIAL PLANNER® @ Brian Plain, CFP®
- 2006 -2009 Financial Advisor @ Wolf Financial Management LLC
- 2005 -2006 Marketing Consultant @ ING Financial Advisers LLC
- 2004 -2005 Qualified Plans Services Representative @
- 2003 -2004 Mutual Fund Support Consultant @ Interactive Data
- 2002 -2003 Mutual Fund Accountant @
Brian Plain Education
- Northwestern University
Certificate (Certified Financial Planner Certification Education Program)
2006-2007 - Stonehill College
Business Administration (Finance)
1998-2002
Brian Plain Skills
- Financial Planners
- Wealth Preservation Strategies
- Account Management
- Retirement
- Financial Planning
- Investment Advisory
- Portfolio Management
- Wealth Management
- Financial Advisory
- Sales
- College Financial Aid
- Investments
- Securities
- Social Security Planning
- Leadership
- Long Term Care
- Saving for Education
- Retirement Planning
- Wealth Accumulation
- College Funding
- Accounting
- Customer Service
- Wealth
- Management
- Big Picture Thinking
- Term Life Insurance
- Strategic Financial Planning
- Retirement Income Strategies
- Insurance Planning
- Mutual Funds
- Certified Financial Planner
Brian Plain Summary
- Brian Plain, based in Chicago, IL, US, is currently a CERTIFIED FINANCIAL PLANNER® at Brian Plain, CFP®. Brian Plain brings experience from previous roles at Wolf Financial Management LLC, ING Financial Advisers LLC, MFS Investment Management and Interactive Data. Brian Plain holds a 2006 - 2007 Certificate in Certified Financial Planner Certification Education Program @ Northwestern University. With a robust skill set that includes Financial Planners, Wealth Preservation Strategies, Account Management, Retirement, Financial Planning and more. Brian Plain has 1 emails and 1 mobile phone numbers on RocketReach.
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Brian Plain
CERTIFIED FINANCIAL PLANNER®
Chicago, IL, US
Brian Plain
Development
Los Angeles, CA, US
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