Brian Samuels Email & Phone Number
Founder and Lead Financial Consultant @ Highland Capital Financial Consulting, LLC
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Brian Samuels Location
- San Diego, CA, US
Brian Samuels Work
- 2006 -now Founder and Lead Financial Consultant @
- 2010 -now Managing Director @
- 1996 -2005 Registered Rep and Investment Advisor @
Brian Samuels Education
- The American College
LUTC Fellowship (Life Underwritng Training Council Fellow)
1996-2002 - Grossmont College
Brian Samuels Skills
- Retirement Planning
- Personal Financial Planning
- Life Insurance
- Term Life Insurance
- Variable Life
- Investment Advisory
- Securities Offerings
- Asset Allocation
- Asset Management
- Consultants
- IRAs
- 401k Rollovers
- Roth IRA
- Fixed Annuities
- Variable Annuities
- Indexed Annuities
- Mutual Funds
- Long Term Care Insurance
- 401k
- Insurance
- Strategic Financial Planning
- Strategic Planning
- Banking
- Retirement
- Wealth Management
- Financial Advisory
- Wealth
- Financial Services
- Investments
- Long-term Care
- Financial Planning
- Leadership
- Finance
- Long Term Care
Brian Samuels Summary
- Brian Samuels, based in San Diego, CA, US, is currently a Founder and Lead Financial Consultant at Highland Capital Financial Consulting, LLC. Brian Samuels brings experience from previous roles at Individual Insurance Solutions, LLC and Prudential Financial. Brian Samuels holds a 1996 - 2002 LUTC Fellowship in Life Underwritng Training Council Fellow @ The American College. With a robust skill set that includes Retirement Planning, Personal Financial Planning, Life Insurance, Term Life Insurance, Variable Life and more. Brian Samuels has 2 emails and 4 mobile phone numbers on RocketReach.
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