Brian Hartmann, Cfp® Email and Phone Number
Brian Hartmann, Cfp® work email
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Brian Hartmann, Cfp® personal email
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Brian Hartmann, Cfp® phone numbers
As a CERTIFIED FINANCIAL PLANNER™ professional, I help families take an in-depth, holistic view of their finances. Our signature Crown Planning Process allows us to make sure that all financial matters in their lives are working for them and progressing forward towards their goals in unison. I strive to provide individuals with genuine care by focusing on delivering direction and prudent holistic planning to meet both short and long-term goals. At Granite Bridge, we often work with multiple generations within a family, making sure that family values and finances continue on well beyond the current members. I find it important to create a comfortable environment where my clients can discuss a serious topic, like finances, and still feel positive and optimistic throughout the process.My multi-industry experience has inspired me to bring my practice to an independent platform, where I could offer unbiased and conflict-free financial advice to families and individuals across the United States.I founded a business networking group, Your Executive Round Table, that focuses on helping business owners to grow their respective companies while also serving non-profit organizations within our community. Currently I serve as a member of the National Advisory Board for Osaic, respresenting over 14,000 advisors in one of the nation's largest independent broker dealers. Check Out Our Firm's Brochure: http://downloads.financial-resources.org/books/krwt/
Granite Bridge Wealth
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PartnerGranite Bridge Wealth Jan 2021 - Present -
Financial AdvisorKnox Grove Financial, Llc. Jan 2013 - Jan 2021Pennington, New Jersey -
Investment CounselorDavid Lerner Associates, Inc. May 2009 - Jan 2013Princeton, Nj -
AdvisorMetlife 2007 - 2009Short Hills, Nj -
E-CommerceGsi Commerce Solutions, Inc. 2000 - 2007King Of Prussia, Pennsylvania
Brian Hartmann, Cfp® Skills
Brian Hartmann, Cfp® Education Details
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Business Administration, Management And Operations
Frequently Asked Questions about Brian Hartmann, Cfp®
What company does Brian Hartmann, Cfp® work for?
Brian Hartmann, Cfp® works for Granite Bridge Wealth
What is Brian Hartmann, Cfp®'s role at the current company?
Brian Hartmann, Cfp®'s current role is Partner at Granite Bridge Wealth Management, CERTIFIED FINANCIAL PLANNER (TM) | Speaker | Board Member | Wealth on Purpose Podcast Co-Host|.
What is Brian Hartmann, Cfp®'s email address?
Brian Hartmann, Cfp®'s email address is bj****@****aol.com
What is Brian Hartmann, Cfp®'s direct phone number?
Brian Hartmann, Cfp®'s direct phone number is +160954*****
What schools did Brian Hartmann, Cfp® attend?
Brian Hartmann, Cfp® attended Monmouth University.
What skills is Brian Hartmann, Cfp® known for?
Brian Hartmann, Cfp® has skills like Retirement Planning, Wealth Management, Fixed Income Portfolio Management, Alternative Investments, Real Estate Investment Trust, College Savings Plans, 401 Retirement Savings Plans, Estate Planning, Iras, Life Insurance, Long Term Care Insurance, Financial Services.
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