Briana Whitley, Cfp® Email and Phone Number
As a passionate Financial Advisor, my primary goal is to empower individuals, families, and businesses by developing tailored financial and investment strategies that align seamlessly with their needs, goals, and risk tolerance. With a deep commitment to excellence, my mission is to provide every client with targeted, comprehensive financial advice and portfolio management, delivered with the utmost personal service and professional integrity. I hold a Bachelor's Degree in Finance from Eastern Illinois University, equipping me with a solid foundation in the world of finance. Moreover, I have further fortified my expertise with notable qualifications, including FINRA Series 7 and 66 registrations. As a testament to my dedication to excellence and continuous learning, I have earned the distinguished designation of a CERTIFIED FINANCIAL PLANNER™ certification. This achievement signifies the successful completion of approved education programs, rigorous examinations, and stringent experience requirements. With these credentials, I am well-prepared to navigate the complexities of the financial landscape, providing my clients with trustworthy guidance to achieve their aspirations. Whether it's securing financial stability, planning for retirement, or growing investments, I am here to ensure every client receives personalized solutions tailored to their unique circumstances. Let's connect and discover how I can help you achieve your financial objectives and pave the way for a prosperous future. Together, we'll chart a path to financial success, backed by integrity and unwavering dedication.This information is intended for use by residents of AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, and WI only.CA Insurance License #0N10229. Resident State: IL./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.
Sc3F Wealth Management Group
View- Website:
- sc3fwmg.com
- Employees:
- 18
-
Senior Financial AdvisorSc3F Wealth Management Group Sep 2020 - Present -
Financial AdvisorWells Fargo Advisors Feb 2017 - Sep 2020Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. -
Operations ClerkWells Fargo Advisors Sep 2013 - Feb 2017Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
Briana Whitley, Cfp® Education Details
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Business
Frequently Asked Questions about Briana Whitley, Cfp®
What company does Briana Whitley, Cfp® work for?
Briana Whitley, Cfp® works for Sc3f Wealth Management Group
What is Briana Whitley, Cfp®'s role at the current company?
Briana Whitley, Cfp®'s current role is Senior Financial Advisor at SC3F Wealth Management Group.
What schools did Briana Whitley, Cfp® attend?
Briana Whitley, Cfp® attended Eastern Illinois University.
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