Bryan Wilczewski Email & Phone Number
Certified Financial Planner @ Pacific Advisors
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Bryan Wilczewski Location
- San Diego, CA, US
Bryan Wilczewski Work
- 2025 -now Certified Financial Planner @
- 2024 -2025 Member, Lead Financial Planner @
- 2020 -2024 Member, Lead Financial Planner @
- 2017 -2020 Financial Advisor @
- 2015 -2017 Regional Director @
- 2013 -2015 Vice President | Head of Product, Managed Accounts @
- 2007 -2013 Vice President, Managed Solutions Group @
- 2002 -2007 Director, Separately Managed Accounts @
Bryan Wilczewski Education
- Baruch College
Zicklin School of Business | Bachelor of Business Administration (Finance)
Bryan Wilczewski Skills
- Chartered Financial Consultant
- Certified Investment Management Analyst
- Charitable Giving
- Relationship Development
- Lead Generation
- Financial Planning Software
- Certified Financial Planner
- High-Net-Worth Individuals (HNWI)
- Insurance Planning
- Estate Planning
- Tax Planning
- Communication
- Financial Planning
- Retirement Planning
- Investment Strategies
- Mutual Funds
- Investment Advisory
- Investments
- Equities
- Fixed Income
- Alternative Investments
- Sales
- Retail
- Securities
- Financial Services
- Asset Allocation
- Finance
- Capital Markets
- Strategy
- Strategic Planning
- Business Strategy
- Business Development
- Series 7
- Product Development
- Product Management
- Relationship Management
- Management
- Leadership
- Business Relationship Management
- Unified Managed Accounts
- Separately Managed Accounts
- ETFs
- Third Party Relationships
- CIMA
- Institutional
- Financial Guidance
- Series 65
- Uniform Combined State Law
- Wealth Strategies
- Wealth Management Services
- Wealth Management
- Fixed Annuities
Bryan Wilczewski Summary
- Bryan Wilczewski, based in San Diego, CA, US, is currently a Certified Financial Planner at Pacific Advisors. Bryan Wilczewski brings experience from previous roles at Evidentia Wealth Advisors, Householder Group Estate & Retirement Specialists, LLC, Edward Jones and Dimensional Fund Advisors. Bryan Wilczewski holds a Zicklin School of Business | Bachelor of Business Administration in Finance @ Baruch College. With a robust skill set that includes Chartered Financial Consultant, Certified Investment Management Analyst, Charitable Giving, Relationship Development, Lead Generation and more. Bryan Wilczewski has 2 emails and 2 mobile phone numbers on RocketReach.
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