Brian Puckett Email & Phone Number
Director, Financial Planning @ Edelman Financial Engines
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Brian Puckett Location
- Saint Petersburg, FL, US
Brian Puckett Work
- 2023 -now Director, Financial Planning @
- 1993 -2023 Managing Partner @
- 1988 -1993 Attorney @ Fowler White Boggs
- 1985 -1985 CPA @
Brian Puckett Education
- University of Oklahoma 1985-1988
- University of Oklahoma
Bachelor of Business Administration (BBA) (Accounting and Finance)
1981-1985
Brian Puckett Skills
- Wealth Management
- Financial Planning
- Investment Advisory
- Retirement Planning
- Investments
- Portfolio Management
- Asset Management
- Strategic Financial Planning
- Finance
- Financial Services
- Wealth
- Financial Planners
- 401k
- Pensions
- Financial Advisory
- Retirement
- IRAs
- Tax
- Personal Finance
- Wealth Management Services
- Investment Management
- Estate Planning
- Trusts
- 401(k) Retirement Savings Plans
- Personal Financial Specialist
- CPA
- Planning
- 401k Retirement Savings Plans
- Holistic Financial Planning
- Personal Financial Planning
- Bar
- Services
- Pfs
- 401 Retirement Savings Plans
Brian Puckett Summary
- Brian Puckett, based in Saint Petersburg, FL, US, is currently a Director, Financial Planning at Edelman Financial Engines. Brian Puckett brings experience from previous roles at Align Wealth Management, Fowler White Boggs and PwC. Brian Puckett holds a 1985 - 1988 University of Oklahoma. With a robust skill set that includes Wealth Management, Financial Planning, Investment Advisory, Retirement Planning, Investments and more. Brian Puckett has 1 emails and 1 mobile phone numbers on RocketReach.
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