Brian Mackin, Cfp®

Brian Mackin, Cfp® Email and Phone Number

President, West Financial Services, Financial Planning, Investment Management, Washington D.C. Area @ West Financial Services, Inc.
mclean, virginia, united states
Brian Mackin, Cfp®'s Location
Reston, Virginia, United States, United States
Brian Mackin, Cfp®'s Contact Details

Brian Mackin, Cfp® work email

Brian Mackin, Cfp® personal email

Brian Mackin, Cfp® phone numbers

About Brian Mackin, Cfp®

Wealth management professional with over 20 years of experience in retirement planning, portfolio management, tax planning, estate planning, and regulatory compliance.

Brian Mackin, Cfp®'s Current Company Details
West Financial Services, Inc.

West Financial Services, Inc.

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President, West Financial Services, Financial Planning, Investment Management, Washington D.C. Area
mclean, virginia, united states
Website:
westfinancialcu.com
Employees:
34
Brian Mackin, Cfp® Work Experience Details
  • West Financial Services, Inc.
    President
    West Financial Services, Inc. Jul 2023 - Present
    Mclean, Virginia, United States
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  • West Financial Services, Inc.
    Relationship Manager
    West Financial Services, Inc. Jul 2001 - Present
    View
  • Houlihan Financial Resource Group Ltd
    Portfolio Administrator
    Houlihan Financial Resource Group Ltd Oct 1999 - Jul 2001
    View

Brian Mackin, Cfp® Skills

Retirement Planning Wealth Management Investment Advisory Financial Planning Portfolio Management Regulatory Compliance Estate Planning Investments Investment Management Asset Management Asset Allocation Mutual Funds Securities Financial Services Financial Markets Financial Planners Investment Strategies Strategic Financial Planning Alternative Investments Financial Advisory Equities Equity Research Bloomberg Tax Planning Etfs High Net Worth Individuals

Brian Mackin, Cfp® Education Details

Frequently Asked Questions about Brian Mackin, Cfp®

What company does Brian Mackin, Cfp® work for?

Brian Mackin, Cfp® works for West Financial Services, Inc.

What is Brian Mackin, Cfp®'s role at the current company?

Brian Mackin, Cfp®'s current role is President, West Financial Services, Financial Planning, Investment Management, Washington D.C. Area.

What is Brian Mackin, Cfp®'s email address?

Brian Mackin, Cfp®'s email address is bl****@****ail.com

What is Brian Mackin, Cfp®'s direct phone number?

Brian Mackin, Cfp®'s direct phone number is (703)-847*****

What schools did Brian Mackin, Cfp® attend?

Brian Mackin, Cfp® attended College For Financial Planning, George Mason University, The University Of Texas At Arlington.

What skills is Brian Mackin, Cfp® known for?

Brian Mackin, Cfp® has skills like Retirement Planning, Wealth Management, Investment Advisory, Financial Planning, Portfolio Management, Regulatory Compliance, Estate Planning, Investments, Investment Management, Asset Management, Asset Allocation, Mutual Funds.

Who are Brian Mackin, Cfp®'s colleagues?

Brian Mackin, Cfp®'s colleagues are Jack Lawrence, Kirstie Martinez, Dana Downs, Rodrigo Huerta, Cima®, Jeannette Mcgahee, R. Jonathan Stolz, Cfa, Abigail Just.

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