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@roadrunner.com
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5 phones found area 805 and 818
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Brian Bucell, Cfp® is listed as Managing Partner at Crestview Capital Management at Crestview Capital Management, based in Thousand Oaks, California, United States. AeroLeads shows a work email signal at roadrunner.com, phone signal with area code 805, 818, and a matched LinkedIn profile for Brian Bucell, Cfp®.
Brian Bucell, Cfp® previously worked as Managing Partner, CERTIFIED FINANCIAL PLANNER™ Professional at Crestview Capital Management and Associate Vice President Wealth Advisor at Steel Peak Wealth Management, Llc. Brian Bucell, Cfp® holds Certificate In Financial Planning, Financial Planning And Services from Pepperdine Graziadio Business School.
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AeroLeads found 1 current-domain work email signal for Brian Bucell, Cfp®. Compare company email patterns before reaching out.
Brian’s passion for investing and financial planning began at an early age when he set up lemonade stands in his neighborhood and saved nearly every dollar he made. He learned the power of saving early on in life from both his parents and grandparents who also taught him the importance of planning for the future. Brian has taken this knowledge he has learned and developed over the years, and has passionately applied it to the comprehensive financial planning and investment management services he provides to his clients.While studying at California State University Northridge’s top ranked Financial Planning program, Brian interned with a group of advisors at Morgan Stanley Smith Barney to gain firsthand experience in the Wealth Management industry. Upon graduating with his Bachelor’s Degree in Financial Planning and a minor in Marketing, Brian decided to share his obsession with budgeting, saving and investing by turning it into a career.Prior to joining Dynamic Wealth Advisors, Brian was an Associate Vice President at a local Registered Investment Advisory firm, and was previously a Financial Advisor at Lincoln Financial Advisors. His experience at both firms has equipped Brian with the experience and skills to provide non-objective guidance and advice to his clients.Brian takes a holistic approach to growing, preserving and transferring one’s wealth to continue one’s legacy for generations to come. Never looking at just a single area of one’s financial situation, he focuses on minimizing risk and increasing efficiency in the overall financial picture. He specializes in helping individuals, families and business owners in the Utilities, Aerospace, Technology, and Health Insurance industry.
Listed skills include Leadership, Team Building, Powerpoint, Banking, and 21 others.
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Agoura Hills, California, US
Brian Bucell is an Investment Advisor Representative with Dynamic Wealth Advisors. All investment advisory services are offered through Dynamic Wealth Advisors.
Philadelphia, Pennsylvania, US
- Worked very closely with a team of Financial Advisors building their practice through different investment and variable products.- I helped assist with planning and investment presentations.- Helped explain complex financial products to clients and retirement plan participants in the healthcare industry.- Proficient with Mutual and Variable Annuity.
Created monthly budgets and expense reports. Held the organizations funds and track spending patterns.
New York, NY, US
Used the Bloomberg Terminal to find important valuation information on stocks.Created dividend yield models for clients portfolios.Contacted wholesale mutual fund brokers.Created detailed reports for the different mutual funds in the risk models that the team offered. Helped create and promote seminar presentations to local community. Helped create.
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Brian Bucell, Cfp® works for Crestview Capital Management.
Brian Bucell, Cfp® is listed as Managing Partner at Crestview Capital Management at Crestview Capital Management.
AeroLeads has found 1 work email signal at @roadrunner.com for Brian Bucell, Cfp® at Crestview Capital Management.
AeroLeads has found 5 phone signal(s) with area code 805, 818 for Brian Bucell, Cfp® at Crestview Capital Management.
Brian Bucell, Cfp® is based in Thousand Oaks, California, United States while working with Crestview Capital Management.
Brian Bucell, Cfp® has worked for Crestview Capital Management, Steel Peak Wealth Management, Llc, Lincoln Financial Advisors, Macsun, and Morgan Stanley.
You can use AeroLeads to view verified contact signals for Brian Bucell, Cfp® at Crestview Capital Management, including work email, phone, and LinkedIn data when available.
Brian Bucell, Cfp® holds Certificate In Financial Planning, Financial Planning And Services from Pepperdine Graziadio Business School.
Brian Bucell, Cfp® is listed with skills including Leadership, Team Building, Powerpoint, Banking, Cash Management, Public Speaking, Accounting, and Insurance.
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