Bryan Totri Email & Phone Number
Director of Financial Planning @ St. John & Associates
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Bryan Totri Location
- Roswell, GA, US
Bryan Totri Work
- 2007 -now Director of Financial Planning @
- 1995 -2007 Founder - Financial Planning Specialist @ WellSpring Planning, LLC
- 1992 -1994 Lead Financial Planner @ Lindner Group
- 1989 -1992 Investment Specialist @
Bryan Totri Education
- University of San Francisco
(Economics)
1985-1986 - City College of San Francisco
(Business Management)
1982-1984 - College for Financial Planning
(Financial Planning and Services)
1981-1983 - Greater Hartford Community College
(Computer Science)
1975-1977
Bryan Totri Skills
- Personal Tax Planning
- College Education Planning
- Investments
- Cryptocurrencies
- Financial Analysis
- Retirement Planning
- Estate Planning
- Finance
- Mortgage Lending
- Financial Modeling
- Wealth Management
- Financial Reporting
- Retirement
- Investment Advisory
- Corporate Finance
- Forecasting
- Asset Allocation
- Asset Managment
- Budgets
- Mutual Funds
- Portfolio Management
- Mergers
Bryan Totri Summary
- Bryan Totri, based in Roswell, GA, US, is currently a Director of Financial Planning at St. John & Associates. Bryan Totri brings experience from previous roles at WellSpring Planning, LLC, Lindner Group and Edward Jones. Bryan Totri holds a 1985 - 1986 University of San Francisco. With a robust skill set that includes Personal Tax Planning, College Education Planning, Investments, Cryptocurrencies, Financial Analysis and more. Bryan Totri has 2 emails and 2 mobile phone numbers on RocketReach.
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