Private Wealth Planner
Current
Jul 2002 - Present
AeroLeads people directory · profile
Brian Barthold, Chfc Email & Phone Number
Private Wealth Planner at Summit Financial, LLC
at
Summit Financial, LLC
1 work email found
@summitfinancial.com
3 phones found area 973
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Private Wealth Planner at Summit Financial, LLC
Location
Parsippany, New Jersey, United States
Company size
Who is Brian Barthold, Chfc? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Brian Barthold, Chfc is listed as Private Wealth Planner at Summit Financial, LLC at Summit Financial, LLC, a with 148 employees, based in Parsippany, New Jersey, United States. AeroLeads shows a work email signal at summitfinancial.com, phone signal with area code 973, and a matched LinkedIn profile for Brian Barthold, Chfc.
Brian Barthold, Chfc previously worked as Private Wealth Planner at Summit Financial, Llc and Executive Wealth Planner at Summit Financial, Llc. Brian Barthold, Chfc holds Chartered Financial Consultant (Chfc), Advanced Financial Planning from The American College.
Company email context
Email format at Summit Financial, LLC
This section adds company-level context without repeating Brian Barthold, Chfc's masked contact details.
*@summitfinancial.com
71% confidence
AeroLeads found 1 current-domain work email signal for Brian Barthold, Chfc. Compare company email patterns before reaching out.
Profile bio
About Brian Barthold, Chfc
Investment advisory and financial planning services offered through Summit Financial, LLC, an SEC Registered Investment Advisor. Securities brokerage offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207 (“PKS”). PKS and Summit Financial, LLC are not affiliated companies. The views and opinions expressed on this page are solely those of the author and should not be attributed to Summit Financial LLC. Neither the Advisor or Summit Financial LLC are affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. Any non-Summit URLs or external websites mentioned on LinkedIn are unaffiliated with Summit Financial LLC. We have not verified the information and opinions found on those third-party websites, nor do we make any representations as to its accuracy or completeness. Neither Summit Financial, LLC, or its affiliates endorse third-party products and services or privacy and security policies. You should review any third-party's policies, terms, and conditions. None of the statements on this page is intended to recommend any security, service, or product or to provide investment, tax, or any other advice. We cannot accept endorsements and recommendations.
Listed skills include Investments, Financial Services, Portfolio Management, Retirement Planning, and 13 others.
Current workplace
Brian Barthold, Chfc's current company
Company context helps verify the profile and gives searchers a useful next step.
Summit Financial, Llc
7 roles · 33 years
Brian Barthold, Chfc work experience
A career timeline built from the work history available for this profile.
Executive Wealth Planner
CurrentHelping clients coordinate all important aspects of their financial plans including retirement, tax, estate, insurance, investment, and fringe benefit planning. Setting goals for saving and implement strategies for accumulating and consumption of wealth. Maintaining working relationships with Tax and Estate Attorneys, CPA's and/or Mutual Fund/Insurance Companies, coordinating with 'in house" specialists for both the design and implimentation of their clients’ financial plan. Staying current in developments in financial products, tax laws and strategies for personal financial management, particularly with respect to retirement plans and estates. Success, both in the acquisition of new clients and in the development of new ideas to improve the financial situation of existing clients.
Jul 2002 - Present
Wealth Manager
Recruiting new clients through cold calling prospects. Building relationships with clients by learning about their financial situation and goals. Attaining a good understanding of client's tolerance for risk to be able to give them appropriate advice and plan long term investment strategies that will meet their financial goals.Advising clients about portfolio changes and new investment opportunities that are suitable for the client's goals, financial situation and risk tolerance.Monitoring clients' investments if market conditions shift or if a client's financial situation changes, and recommending the appropriate course of action. Keeping in close communication with clients.
Apr 2001 - Jul 2001
Account Executive
Hornblower & Weeks Inc.
Heavy phone work prospecting international high net worth individuals, bringing them U.S. based equity strategies. Other duties included opening new accounts, prospecting, building data bases, and training new telemarketers.
Jun 1998 - Apr 2001
Marketer
Continental Broker-Dealer Corp.
Mar 1998 - Jun 1998
Marketer
Global Financial Group, Inc.
Aug 1997 - Jan 1998
1994 - 1998
~4 yrs
Team & coworkers
Colleagues at Summit Financial, LLC
Other employees you can reach at summitfinancial.com. View company contacts for 148 employees →
PS
Panagiotis Shiakallis
Colleague at Summit Financial, LlcDimos Aradippou, Larnaca, Cyprus
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AB
Alexandra Bucci
Colleague at Summit Financial, LlcMorris Plains, New Jersey, United States
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AB
Arianna Boone
Colleague at Summit Financial, LlcLumberton, Mississippi, United States
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MR
Maria Roman
Colleague at Summit Financial, LlcBloomfield, New Jersey, United States
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KF
Keith Fahrman
Colleague at Summit Financial, LlcParsippany, New Jersey, United States
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FR
Frank Rinaldi
Colleague at Summit Financial, LlcMorris Plains, New Jersey, United States
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BD
Barbara Daniel
Colleague at Summit Financial, LlcColumbiana, Alabama, United States
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RB
Robert Boyle
Colleague at Summit Financial, LlcNew York City Metropolitan Area, United States
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MC
Michael Caputo, Msfs, Aep®
Colleague at Summit Financial, LlcWhite Plains, New York, United States
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MM
Mickey Moran
Colleague at Summit Financial, LlcSt Louis, Missouri, United States
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Panagiotis Shiakallis
Colleague at Summit Financial, LlcDimos Aradippou, Larnaca, Cyprus
View →
AB
Alexandra Bucci
Colleague at Summit Financial, LlcMorris Plains, New Jersey, United States
View →
AB
Arianna Boone
Colleague at Summit Financial, LlcLumberton, Mississippi, United States
View →
MR
Maria Roman
Colleague at Summit Financial, LlcBloomfield, New Jersey, United States
View →
KF
Keith Fahrman
Colleague at Summit Financial, LlcParsippany, New Jersey, United States
View →
FR
Frank Rinaldi
Colleague at Summit Financial, LlcMorris Plains, New Jersey, United States
View →
BD
Barbara Daniel
Colleague at Summit Financial, LlcColumbiana, Alabama, United States
View →
RB
Robert Boyle
Colleague at Summit Financial, LlcNew York City Metropolitan Area, United States
View →
MC
Michael Caputo, Msfs, Aep®
Colleague at Summit Financial, LlcWhite Plains, New York, United States
View →
MM
Mickey Moran
Colleague at Summit Financial, LlcSt Louis, Missouri, United States
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2 education records
Brian Barthold, Chfc education
Chartered Financial Consultant (Chfc), Advanced Financial Planning
High School Diploma
North Pocono High School
FAQ
Frequently asked questions about Brian Barthold, Chfc
Quick answers generated from the profile data available on this page.
What company does Brian Barthold, Chfc work for?
Brian Barthold, Chfc works for Summit Financial, LLC.
What is Brian Barthold, Chfc's role at Summit Financial, LLC?
Brian Barthold, Chfc is listed as Private Wealth Planner at Summit Financial, LLC at Summit Financial, LLC.
What is Brian Barthold, Chfc's email address?
AeroLeads has found 1 work email signal at @summitfinancial.com for Brian Barthold, Chfc at Summit Financial, LLC.
What is Brian Barthold, Chfc's phone number?
AeroLeads has found 3 phone signal(s) with area code 973 for Brian Barthold, Chfc at Summit Financial, LLC.
Where is Brian Barthold, Chfc based?
Brian Barthold, Chfc is based in Parsippany, New Jersey, United States while working with Summit Financial, LLC.
What companies has Brian Barthold, Chfc worked for?
Brian Barthold, Chfc has worked for Summit Financial, Llc, Morgan Stanley, Hornblower & Weeks Inc., Continental Broker-Dealer Corp., and Global Financial Group, Inc..
Who are Brian Barthold, Chfc's colleagues at Summit Financial, LLC?
Brian Barthold, Chfc's colleagues at Summit Financial, LLC include Panagiotis Shiakallis, Alexandra Bucci, Arianna Boone, Maria Roman, and Keith Fahrman.
How can I contact Brian Barthold, Chfc?
You can use AeroLeads to view verified contact signals for Brian Barthold, Chfc at Summit Financial, LLC, including work email, phone, and LinkedIn data when available.
What schools did Brian Barthold, Chfc attend?
Brian Barthold, Chfc holds Chartered Financial Consultant (Chfc), Advanced Financial Planning from The American College.
What skills is Brian Barthold, Chfc known for?
Brian Barthold, Chfc is listed with skills including Investments, Financial Services, Portfolio Management, Retirement Planning, Finance, Equities, Investment Strategies, and Wealth.
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