Burton Brown Email & Phone Number
Financial Advisor @ TCFG WEALTH MANAGEMENT LLC
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Burton Brown Location
- Dana Point, CA, US
Burton Brown Work
- Financial Advisor @ (December 2024 - Present)
- Member @ Boom! BNI (January 2008 - Present)
- Life Member Past Detachment Commandant @ (January 2007 - Present)
- Partner, Financial Strategist @ Atomi Financial Group (December 2014 - December 2024)
- Vice President, Financial Advisor @ Courtlandt Group (April 2014 - December 2014)
Burton Brown Education
- Wake Forest University
Certificate in Financial Planning (Financial Planning and Services)
2015-2016 - Pepperdine Graziadio Business School
MBAJ (Finance & Dispute Resolution)
2006-2009 - Pepperdine Graziadio Business School
BSM (Business)
2004-2006 - Mays Business School - Texas A&M University
Business
2001-2003 - New Mexico Military Institute
HS Diploma
1991-1995
Burton Brown Skills
- Analysis
- Budgets
- Certified Financial Planner
- Change Management
- Coaching
- Customer Service
- Entrepreneurship
- Finance
- Financial Planning
- Independent Financial Advice
- Investments
- Leadership
- Leadership Development
- Management
- Negotiation
- Portfolio Management
- Program Management
- Project Planning
- Public Speaking
- Retirement Planning
- Risk Management
- Sales
- Security
- Series 7
- Strategic Planning
- Strategy
- Team Building
- Team Leadership
- Wealth Management
- Financial Services
- Financial Analysis
- Military
- Security Clearance
- Services
- Microsoft Excel
Burton Brown Summary
- Burton Brown, based in Dana Point, CA, US, is currently a Financial Advisor at TCFG WEALTH MANAGEMENT LLC. Burton Brown brings experience from previous roles at Boom! BNI, Marine Corps League, Atomi Financial Group and Courtlandt Group. Burton Brown holds a 2015 - 2016 Certificate in Financial Planning in Financial Planning and Services @ Wake Forest University. With a robust skill set that includes Analysis, Budgets, Certified Financial Planner, Change Management, Coaching and more. Burton Brown has 1 emails and 1 mobile phone numbers on RocketReach.
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