Brian Woolman, Cfbs, Cepa Email and Phone Number
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.I provide an analysis of your current financial situation and help you: - Identify financial goals and concerns - Illustrate what is being done to reach your goals and deal with concerns - Identify gaps, if present, and offer solutions to fill them Due to federal regulations that apply to investment advisor representatives, I am not able to accept endorsements that pertain to my general character or investment services. Please contact me at 260.424.1125 or brian.woolman@woolman.com if you would like to discuss your financial future. I would love to answer any questions or comments you have. Our mission at Woolman Financial Group is simple. We are dedicated to educating our clients to help them fulfill their financial goals. We offer relevant experience, personalized attention, and outstanding resources. WFG's financial and insurance associates listen intently, recommend thoughtfully, and care genuinely - about you, your family and your business.
Woolman Financial Group, Llc
View- Website:
- woolman.com
- Employees:
- 7
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Financial AdvisorWoolman Financial Group, Llc Jun 2009 - Present -
Sales Assistant Professional InternDisney Vacation Club Jan 2009 - Jun 2009Assisted in the operation of the Disney Vacation Club (DVC) Preview Center. During my time at DVC, two new resorts opened: The Treehouse Villas at Disney's Saratoga Springs Resort and Kidani Village at Disney's Animal Kingdom. -
Front Desk RepresentativeWalt Disney World Jun 2008 - Dec 2008Disney's Yacht and Beach Club Resorts are one of their Deluxe Resorts and have been named Four-Diamond Resorts. Located across the pond from Disney's Boardwalk Resort and adjacent to Disney's EPCOT.
Brian Woolman, Cfbs, Cepa Education Details
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Tourism Management
Frequently Asked Questions about Brian Woolman, Cfbs, Cepa
What company does Brian Woolman, Cfbs, Cepa work for?
Brian Woolman, Cfbs, Cepa works for Woolman Financial Group, Llc
What is Brian Woolman, Cfbs, Cepa's role at the current company?
Brian Woolman, Cfbs, Cepa's current role is Certified Family Business Specialist.
What schools did Brian Woolman, Cfbs, Cepa attend?
Brian Woolman, Cfbs, Cepa attended Indiana University Bloomington.
Who are Brian Woolman, Cfbs, Cepa's colleagues?
Brian Woolman, Cfbs, Cepa's colleagues are Roger Haun, Gary Woolman, Cepa®, Cfbs ®, Jeanne Meyers, Becky Woolman.
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