Brian Basinger
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Brian Basinger Email & Phone Number

Owner at Sapient Road Wealth Management LLC
Location: San Diego, California, United States 2 work roles 2 schools
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Current company
Sapient Road Wealth Management LLC
Role
Owner
Location
San Diego, California, United States

Who is Brian Basinger? Overview

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Quick answer

Brian Basinger is listed as Owner at Sapient Road Wealth Management LLC, based in San Diego, California, United States. AeroLeads shows a matched LinkedIn profile for Brian Basinger.

Brian Basinger previously worked as Wealth Manager at Block Wealth Management. Brian Basinger holds Master Of Business Administration (Mba), Finance, General from Duke University - The Fuqua School Of Business.

Profile bio

About Brian Basinger

Brian Basinger is a Owner at Sapient Road Wealth Management LLC. He possess expertise in financial planning, investments, finance, financial analysis, portfolio management and 4 more skills.

Listed skills include Financial Planning, Investments, Finance, Financial Analysis, and 5 others.

Current workplace

Brian Basinger's current company

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Sapient Road Wealth Management LLC
Sapient Road Wealth Management Llc
Owner
2 roles · 21 years

Brian Basinger work experience

A career timeline built from the work history available for this profile.

Owner

Current
Sapient Road Wealth Management Llc

Greater San Diego Area

Wealth management services include the following:An individualized Investment Policy Statement, which is the foundation of your personalized strategyWeb-based software, allowing you to view your portfolio at any timeQuarterly reporting, to keep you informedSemiannual meetings, allowing us to evaluate any life changes and adjust strategyFinancial Planning services include the following:Retirement planningEstate planningEducation savingsInsurance needsTax strategies

Nov 2013 - Present

Wealth Manager

Block Wealth Management
2006 - 2013 ~7 yrs
2 education records

Brian Basinger education

FAQ

Frequently asked questions about Brian Basinger

Quick answers generated from the profile data available on this page.

What company does Brian Basinger work for?

Brian Basinger works for Sapient Road Wealth Management LLC.

What is Brian Basinger's role at Sapient Road Wealth Management LLC?

Brian Basinger is listed as Owner at Sapient Road Wealth Management LLC.

Where is Brian Basinger based?

Brian Basinger is based in San Diego, California, United States while working with Sapient Road Wealth Management LLC.

What companies has Brian Basinger worked for?

Brian Basinger has worked for Sapient Road Wealth Management Llc and Block Wealth Management.

How can I contact Brian Basinger?

You can use AeroLeads to view verified contact signals for Brian Basinger at Sapient Road Wealth Management LLC, including work email, phone, and LinkedIn data when available.

What schools did Brian Basinger attend?

Brian Basinger holds Master Of Business Administration (Mba), Finance, General from Duke University - The Fuqua School Of Business.

What skills is Brian Basinger known for?

Brian Basinger is listed with skills including Financial Planning, Investments, Finance, Financial Analysis, Portfolio Management, Risk Management, Management, and Insurance.

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