Bryan Kupchik Email & Phone Number
CERTIFIED FINANCIAL PLANNER™Accredited Portfolio Management AdvisorSM, Co-Founder and Chief Complian @ Capstone Wealth Management Group, LLC
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Bryan Kupchik Location
- Clarks Summit, PA, US
Bryan Kupchik Work
- CERTIFIED FINANCIAL PLANNER™Accredited Portfolio Management AdvisorSM, Co-Founder and Chief Complian @ (July 2016 - Present)
- Financial Advisor @ (February 2014 - July 2016)
- Wealth Manager @ (January 2005 - February 2014)
- Senior Vice President of Investment @ (October 2001 - May 2005)
- Financial Advisor @ (August 1997 - October 2001)
Bryan Kupchik Education
- Penn State University 1993-1997
Bryan Kupchik Skills
- Financial Analysis
- Business Strategy
- Public Speaking
- Accounting
- Asset Allocation
- Incident Command
- Busi
- Integrated Project
- Small Business
- Retirement Planning
- Mutual Funds
- Financial Planning
- Life Insurance
- Firefighting
- Banking
Bryan Kupchik Summary
- Bryan Kupchik, based in Clarks Summit, PA, US, is currently a CERTIFIED FINANCIAL PLANNER™Accredited Portfolio Management AdvisorSM, Co-Founder and Chief Complian at Capstone Wealth Management Group LLC. Bryan Kupchik brings experience from previous roles at Ameriprise Financial Services, Inc., LPL Financial, First Union National Bank and Prudential Financial. Bryan Kupchik holds a 1993 - 1997 Penn State University. With a robust skill set that includes Financial Analysis, Business Strategy, Public Speaking, Accounting, Asset Allocation and more. Bryan Kupchik has 1 emails and 2 mobile phone numbers on RocketReach.
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