Brian Wilde Email & Phone Number
Vice President and Fee Only Wealth Advisor @ EP Wealth Advisors
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Brian Wilde Location
- Pocatello, ID, US
Brian Wilde Work
- Vice President and Fee Only Wealth Advisor @ (October 2020 - Present)
- Financial Advisor, CFP® @ (February 2018 - October 2020)
- CFP®, CERTIFIED FINANCIAL PLANNER™ @ (June 2010 - January 2018)
- Associate Manager @ (December 2013 - December 2016)
Brian Wilde Education
- Utah Valley University
Bachelor of Science (International Business)
2009-2010 - Utah State University 2004-2008
Brian Wilde Skills
- Certified Financial Planner
- Retirement Planning
- Client Relations
- Investment Advisory Services
- Tax Planning
Brian Wilde Summary
- Brian Wilde, based in Pocatello, ID, US, is currently a Vice President and Fee Only Wealth Advisor at EP Wealth Advisors. Brian Wilde brings experience from previous roles at Financial Insight Center and Allegis Financial Partners. Brian Wilde holds a 2009 - 2010 Bachelor of Science in International Business @ Utah Valley University. With a robust skill set that includes Certified Financial Planner, Retirement Planning, Client Relations, Investment Advisory Services, Tax Planning and more. Brian Wilde has 2 emails and 1 mobile phone numbers on RocketReach.
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