Brian Bortz

Brian Bortz Email and Phone Number

Financial Planner and Partner @ Cain Watters & Associates
Dallas, TX, US
Brian Bortz's Location
Dallas, Texas, United States, United States
Brian Bortz's Contact Details

Brian Bortz personal email

n/a
About Brian Bortz

Brian Bortz is a Financial Planner and Partner at Cain Watters & Associates. He possess expertise in investments, accounting, strategic financial planning, financial analysis, investment advisory and 6 more skills. Colleagues describe him as "Brian's passion is investing. He has a degree in accounting and a MBA from Texas A&M University. He is on the investment advisory board for Cain, Watters and Associates. They have over two billion dollars under management for clients. Brian has received numerous awards and is considered an expert in the field of investing. I would highly recommend him to anyone who needs help in the area of financial planning or investments."

Brian Bortz's Current Company Details
Cain Watters & Associates

Cain Watters & Associates

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Financial Planner and Partner
Dallas, TX, US
Website:
cainwatters.com
Employees:
241
Brian Bortz Work Experience Details
  • Cain Watters & Associates
    Financial Planner And Partner
    Cain Watters & Associates
    Dallas, Tx, Us
    View
  • Cain Watters & Associates
    Financial Planner / Partner
    Cain Watters & Associates Jun 2004 - Present
    View
  • Ernst & Young
    Sr. Manager
    Ernst & Young 1996 - 2004

Brian Bortz Skills

Investments Accounting Strategic Financial Planning Financial Analysis Investment Advisory Finance Retirement Planning Tax Estate Planning Cash Flow Financial Planners

Brian Bortz Education Details

Frequently Asked Questions about Brian Bortz

What company does Brian Bortz work for?

Brian Bortz works for Cain Watters & Associates

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

Brian Bortz's current role is Financial Planner and Partner.

What is Brian Bortz's email address?

Brian Bortz's email address is bortz@ey.com

What is Brian Bortz's direct phone number?

Brian Bortz's direct phone number is +121492*****

What schools did Brian Bortz attend?

Brian Bortz attended Mays Business School - Texas A&m University.

What skills is Brian Bortz known for?

Brian Bortz has skills like Investments, Accounting, Strategic Financial Planning, Financial Analysis, Investment Advisory, Finance, Retirement Planning, Tax, Estate Planning, Cash Flow, Financial Planners.

Who are Brian Bortz's colleagues?

Brian Bortz's colleagues are Hunter Satterfield, Cpa, Michelle Mcbride, Ben Svoboda, Keith Klein, Edward Daude, David Jahns, Arsh Lal.

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