Bryan Totri Email & Phone Number
Director Wealth Planning @ Carson Wealth
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Bryan Totri Location
- Alpharetta, GA, US
Bryan Totri Work
- Director Wealth Planning @ (October 2026 - Present)
- Director of Financial Planning @ (March 2007 - October 2026)
- Founder - Financial Planning Specialist @ WellSpring Planning, LLC (January 1995 - January 2007)
- Lead Financial Planner @ Lindner Group (January 1992 - January 1994)
- Investment Specialist @ (January 1989 - January 1992)
Bryan Totri Education
- University of San Francisco
Business/Managerial Economics
1985-1986 - City College of San Francisco
Associate of Science (Business Administration, Management and Operations)
1982-1984 - College for Financial Planning
Financial Planning and Services
1981-1983 - Greater Hartford Community College
Associate of Science (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
- Investment Management
- Investment Selection
- Personal Financial Planning
- Pesonal Financial Planning
Bryan Totri Summary
- Bryan Totri, based in Alpharetta, GA, US, is currently a Director Wealth Planning at Carson Wealth. Bryan Totri brings experience from previous roles at St. John & Associates, WellSpring Planning, LLC, Lindner Group and Edward Jones. Bryan Totri holds a 1985 - 1986 Business/Managerial Economics @ 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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