Brian Hartmann, Cfp®

Brian Hartmann, Cfp® Email and Phone Number

Partner at Granite Bridge Wealth Management, CERTIFIED FINANCIAL PLANNER (TM) | Speaker | Board Member | Wealth on Purpose Podcast Co-Host| @ Granite Bridge Wealth
Brian Hartmann, Cfp®'s Location
Mount Pleasant, South Carolina, United States, United States
Brian Hartmann, Cfp®'s Contact Details
About Brian Hartmann, Cfp®

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/

Brian Hartmann, Cfp®'s Current Company Details
Granite Bridge Wealth

Granite Bridge Wealth

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Partner at Granite Bridge Wealth Management, CERTIFIED FINANCIAL PLANNER (TM) | Speaker | Board Member | Wealth on Purpose Podcast Co-Host|
Brian Hartmann, Cfp® Work Experience Details
  • Granite Bridge Wealth
    Partner
    Granite Bridge Wealth Jan 2021 - Present
  • Knox Grove Financial, Llc.
    Financial Advisor
    Knox Grove Financial, Llc. Jan 2013 - Jan 2021
    Pennington, New Jersey
  • David Lerner Associates, Inc.
    Investment Counselor
    David Lerner Associates, Inc. May 2009 - Jan 2013
    Princeton, Nj
  • Metlife
    Advisor
    Metlife 2007 - 2009
    Short Hills, Nj
  • Gsi Commerce Solutions, Inc.
    E-Commerce
    Gsi Commerce Solutions, Inc. 2000 - 2007
    King Of Prussia, Pennsylvania

Brian Hartmann, Cfp® Skills

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

Brian Hartmann, Cfp® Education Details

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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