Brian Hartstein

Brian Hartstein Email and Phone Number

Paradise Valley, AZ, US
Brian Hartstein's Location
Paradise Valley, Arizona, United States, United States
Brian Hartstein's Contact Details

Brian Hartstein personal email

n/a

Brian Hartstein phone numbers

About Brian Hartstein

Wouldn’t life be more fun if you kept most of your hard earned dollars?WE HELP CLIENTS IN THREE WAYS:▶ We help high-income professionals pay a significant portion of their taxes at 60-70% discounted dollars.▶ We help eliminate (not defer) 99% of the capital gains tax on asset sales. This includes a sale of real estate, a business, company stock, or other assets. ▶ We work directly with other high-income professionals in Phoenix (including their existing CPA), to help them save even more in taxes.WHAT OTHERS SAY:Featured in publications including Forbes, USA Today, U.S. News & World Report, Wall Street Journal, The Washington Post, Accounting Today, and CNBC.Dozens of other Media & Articles available at: http://www.bayntree.com/bayntree-media/NEXT STEPS:▶ To learn more, simply message me on LinkedIn or email me at bhartstein@bayntree.com.To Your Success!Brian

Brian Hartstein's Current Company Details
Bayntree Wealth Advisors

Bayntree Wealth Advisors

View
Partner
Paradise Valley, AZ, US
Brian Hartstein Work Experience Details
  • Bayntree Wealth Advisors
    Partner
    Bayntree Wealth Advisors
    Paradise Valley, Az, Us
  • Bayntree Wealth Advisors
    Director Of Corporate Development
    Bayntree Wealth Advisors Aug 2016 - Present
    Brian D. Hartstein, MSFS, CLU, ChFC serves as the Director of Corporate Development for Bayntree Wealth Advisors as well as being the CEO of Economic Concepts, Inc. (ECI). Both companies are located in Scottsdale, Arizona. He has counseled and educated thousands of affluent individuals and families, CPAs, tax specialists, attorneys, and financial service professionals over the last two decades. He has published and been quoted in such publications as Accounting Today, the Journal of Financial Planning, the Journal of Financial Service Professionals, the Arizona Republic, and others. He emphasizes on working to better educate and inform the advisors and clients he works with to not only increase the value and effectiveness of their businesses but enrich their personal lives and the lives of their families as well.Brian is currently married, is the father of three boys, and lives in Scottsdale, AZ. Besides always striving to become a "more excellent" human being he enjoys traveling, music, working out, camping, mountain biking, playing basketball, yoga, and of course spending time with his family.
  • Economic Concepts, Inc.
    Ceo
    Economic Concepts, Inc. Oct 1995 - Present
    Works with CPAs, financial advisors, successful business-owners, and affluent clients in the qualified and non-qualified plan markets, estate planning and other general planning. Specific experience in executive benefits, tax planning, insurance, and qualified plans.
  • Phoenix Tax Workshop
    Board Member
    Phoenix Tax Workshop 1998 - 2014

Brian Hartstein Skills

Estate Planning Strategic Financial Planning Financial Planners Insurance Disability Insurance Life Insurance Health Insurance Finance Long Term Care Retirement

Brian Hartstein Education Details

Frequently Asked Questions about Brian Hartstein

What company does Brian Hartstein work for?

Brian Hartstein works for Bayntree Wealth Advisors

What is Brian Hartstein's role at the current company?

Brian Hartstein's current role is Partner.

What is Brian Hartstein's email address?

Brian Hartstein's email address is bh****@****ree.com

What is Brian Hartstein's direct phone number?

Brian Hartstein's direct phone number is +148024*****

What schools did Brian Hartstein attend?

Brian Hartstein attended The American College, Lafayette College.

What skills is Brian Hartstein known for?

Brian Hartstein has skills like Estate Planning, Strategic Financial Planning, Financial Planners, Insurance, Disability Insurance, Life Insurance, Health Insurance, Finance, Long Term Care, Retirement.

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