Brian Basinger

Brian Basinger Email and Phone Number

Financial Planner at Sapient Road Wealth Management LLC @
Brian Basinger's Location
San Diego, California, United States, United States
Brian Basinger's Contact Details

Brian Basinger personal email

About Brian Basinger

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

Brian Basinger's Current Company Details
Sapient Road Wealth Management LLC

Sapient Road Wealth Management Llc

Financial Planner at Sapient Road Wealth Management LLC
Brian Basinger Work Experience Details
  • Sapient Road Wealth Management Llc
    Owner
    Sapient Road Wealth Management Llc Nov 2013 - Present
    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
  • Block Wealth Management
    Wealth Manager
    Block Wealth Management 2006 - 2013

Brian Basinger Skills

Financial Planning Investments Finance Financial Analysis Portfolio Management Risk Management Management Insurance Marketing Strategy

Brian Basinger Education Details

Frequently Asked Questions about Brian Basinger

What company does Brian Basinger work for?

Brian Basinger works for Sapient Road Wealth Management Llc

What is Brian Basinger's role at the current company?

Brian Basinger's current role is Financial Planner at Sapient Road Wealth Management LLC.

What is Brian Basinger's email address?

Brian Basinger's email address is br****@****ail.com

What schools did Brian Basinger attend?

Brian Basinger attended Duke University - The Fuqua School Of Business, University Of California, Los Angeles.

What are some of Brian Basinger's interests?

Brian Basinger has interest in Football, Exercise, Home Improvement, Reading, Gourmet Cooking, Sports, Watching Basketball, Fishing, Home Decoration, Health.

What skills is Brian Basinger known for?

Brian Basinger has skills like Financial Planning, Investments, Finance, Financial Analysis, Portfolio Management, Risk Management, Management, Insurance, Marketing Strategy.

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