Brent Hillerich, Cfp® Email and Phone Number
Brent Hillerich, Cfp® work email
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Brent Hillerich, Cfp® personal email
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Brent Hillerich, Cfp® phone numbers
Brent Hillerich, Cfp® is a Founding Partner at Crescent Wealth Partners + Founding Partner at Crescent Franchise Solutions at Crescent Wealth Partners. He possess expertise in strategic planning, finance, financial planning, leadership, customer service and 1 more skills.
Crescent Wealth Partners
View- Website:
- cwpadvisorygroup.com
- Employees:
- 8
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Founding PartnerCrescent Wealth Partners Oct 2017 - PresentSarasota, Florida AreaWe have a passion for helping our clients make the most important financial decisions of their lives. Our focus is to help you grow, protect, and manage your wealth by developing customized solutions on your terms.Investment advisory services offered through NewEdge Advisors, LLC, a registered investment advisor. Advisory services are only offered to clients or prospective clients where NewEdge Advisors, LLC doing business as Crescent Wealth Partners and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors, LLC dba Crescent Wealth Partners unless a client service agreement is in place. For hyperlinks to the Investment Adviser Public Disclosure (IAPD) webpage or the Securities Investor Protection Corporation (SIPC), please refer to the “Contact and Personal Info” section.Third party posts on found on this profile do not reflect the views of NewEdge Advisors, LLC and have not been reviewed by NewEdge Advisors, LLC as the accuracy or completeness. -
Founding PartnerCrescent Franchise Solutions Jan 2015 - PresentSarasota, FloridaWe specialize in helping franchise owners meet varied financial and business goals, including the eventual transfer of the business, and we’re here to help you every step of the way. -
Private Wealth AdvisorAmeriprise Financial Advisors Mar 2001 - Oct 2017Certified Financial Planner5674 Marquesas CircleSarasota, FL 34233941-923-3663http://www.brenthillerich.com
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Senior Manager, FinanceThe Limited Oct 1999 - Feb 2001 -
Finance CoachPizza Hut Jun 1995 - Sep 1999 -
Finance CoachYum! Brands 1994 - 1998 -
ManagerMacy'S (Lazarus) Jun 1992 - May 1995Worked in the Lazarus department headquarters in downtown Cincinnati.
Brent Hillerich, Cfp® Skills
Brent Hillerich, Cfp® Education Details
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Business -
Woodbury High School
Frequently Asked Questions about Brent Hillerich, Cfp®
What company does Brent Hillerich, Cfp® work for?
Brent Hillerich, Cfp® works for Crescent Wealth Partners
What is Brent Hillerich, Cfp®'s role at the current company?
Brent Hillerich, Cfp®'s current role is Founding Partner at Crescent Wealth Partners + Founding Partner at Crescent Franchise Solutions.
What is Brent Hillerich, Cfp®'s email address?
Brent Hillerich, Cfp®'s email address is ba****@****hoo.com
What is Brent Hillerich, Cfp®'s direct phone number?
Brent Hillerich, Cfp®'s direct phone number is +194137*****
What schools did Brent Hillerich, Cfp® attend?
Brent Hillerich, Cfp® attended Wittenberg University, Woodbury High School.
What are some of Brent Hillerich, Cfp®'s interests?
Brent Hillerich, Cfp® has interest in Swimming, I Enjoy Cycling.
What skills is Brent Hillerich, Cfp® known for?
Brent Hillerich, Cfp® has skills like Strategic Planning, Finance, Financial Planning, Leadership, Customer Service, Coaching.
Who are Brent Hillerich, Cfp®'s colleagues?
Brent Hillerich, Cfp®'s colleagues are Dee Depadua, Stephen Coopersmith Cfp®, Cima®, Brian Grogan Crpc, Vita Basarab.
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