Brian B. Carrion, Cfp® Email & Phone Number

I help a select group of clients build, manage, and protect their wealth placing the utmost importance in customized planning. My process always begins with listening – listening to and listening with my clients: understanding their current situation, their past experiences and what they want for the future.With the information clients share with me, I go to work – studying, testing, analyzing, and modeling solutions and strategies to help them achieve their objectives.I earned my undergraduate degree in Accountancy and a master’s degree in Tax Accountancy from the University of Notre Dame, and as a CPA formerly practicing at PricewaterhouseCoopers, LLP in Houston, you could easily conclude that I’m a numbers person, and you would be right. However, I also majored in Philosophy which taught me to think, to reason, and to view my work holistically. As a CERTIFIED FINANCIAL PLANNER® professional, I am a financial coach and problem-solver providing personalized investment planning services to my clients in the areas of Investment Planning; Retirement Savings and Income Planning; Non-Portfolio Risk Management and Insurance; Liability Management; and Estate and Tax Planning Strategies*.Conversations about money can be difficult, whether between spouses, parents and their children, adult children and their aging parents, or between business partners. I foster a safe, confidential, and nonjudgmental listening space for clients and help them balance reason with emotions and feelings. * Our firm does not offer tax or legal advice.Please contact me by e-mail brian.carrion@wellsfargoadvisors.com or by phone 713-599-6738. I cannot respond to messages through LinkedIn InMail.This information is intended for use by residents of AR, CA, CO, CT, FL, GA, IL, IN, KY, LA, MD, MO, NC, NJ, NM, NY, OK, PA, TX, and UT only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells 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. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Listed skills include Fluent In Spanish, Microsoft Office, Financial Analysis, Statistics, and 23 others.