$20MM AUM | $360,000 GDC in San Diego, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
San Diego, CA, US
Fee 0% Commission 100%
Gross Revenue
$360,000
# of Accounts
50
Avg Client Age
58
Overview

Brian Britt serves as Managing Director and Senior Retirement Strategist for CLEARWEALTH Asset Management, Inc. providing comprehensive wealth management strategies for private clients nationwide.

As a holistic top-down retirement planner and fiduciary, Brian designs financial plans for his clients that serve as a roadmap to create a step-by-step plan that addresses their future retirement and lifestyle goals. His clients can choose from a vast array of solutions that are best suited to meet their needs including a broad range of custodians that offer multiple products and custom designed investments.

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