Brian Limborg, Cfp®, Cdfa™ Email and Phone Number
Brian Limborg, Cfp®, Cdfa™ work email
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Brian Limborg, Cfp®, Cdfa™ personal email
I bring all the pieces of a client's financial life together in a holistic approach, from budgeting, to planning for retirement, to saving for education, to managing taxes and insurance strategies. I look at a client's full financial picture and incorporate smart strategies to help them plan their financial future.Beyond planning, a key element with my job is navigating the stock market and investment selections using diversified portfolios and a long-term outlook. This incorporates quantitative and qualitative research into fund selections, and travel to corporate offices to get a first-hand look at culture and methodology. Strategies include CDs, stocks, bonds, mutual funds, and low-cost ETFs.*The Experience section below should not be construed as a resume or a listing of organizations of which I am or have been apart. Rather, it is an exposition of organizations with which I am familiar or have exposure to in connection with being a financial advisor with EFS Advisors. Please refer to each one for details on that particular relationship.
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The Limborg Group | Independent ContractorEfs Advisors Aug 2009 - PresentCambridge, Minnesota, UsNetwork includes access to term insurance, annuities, and long-term care insurance as well as compliance services and licensing. The long history of EFS working with non-profit organizations has positioned us as a trusted resource for retirement and pension plans, and helping our clients make better decisions going into retirement, based on their plans and contracts.
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Certified Divorce Financial Analyst®Institute For Divorce Financial Analysts™ Jan 2014 - PresentDurham, North Carolina, UsHelp clients understand the short- and long-term financial impacts of a proposed divorce settlement. Provide valuable information on financial issues related to divorce, such as tax consequences, dividing pension plans, continued health care coverage, stock option elections, and QDROs. -
Smartvestor ProRamsey Solutions, A Dave Ramsey Company Mar 2018 - PresentFranklin, Tn, UsTo better serve my clients and help them achieve their financial goals, I became an authorized local provider for Dave Ramsey, a nationally known financial guru who helps people take control of their money. I’ve followed Dave for many years and respect his down-to-earth advice on how to pay off debt, invest wisely, and give generously. (Dave is one of the masterminds behind the well-known debt snowball method.) -
Certified Financial Planner®Cfp Board Mar 2013 - PresentWashington, Dc, UsBring all the pieces of a client's financial life together in a holistic approach, from budgeting, to planning for retirement, to saving for education, to managing taxes and insurance coverage. I believe personal finances are more than just bank accounts, and financial planning is more than just investing. I look at a client's full financial picture and incorporate smart strategies to help them plan their financial future. -
Investment Management | Charles SchwabCharles Schwab Jan 2010 - PresentWestlake, Texas, UsNavigate the stock market and investment selections for many families in the Twin Cities area, using diversified portfolios and a long-term outlook. Incorporate quantitative and qualitative research into fund selections, often traveling to corporate offices to get a first-hand look at culture and methodology. Strategies include CDs, stocks, bonds, mutual funds, and low-cost ETFs. -
Sponsored Provider Of 403(B) Plans In MinnesotaEducation Minnesota Jan 2010 - Mar 2018St. Paul, Mn, UsProvide financial planning and investment services to members of Education Minnesota.
Brian Limborg, Cfp®, Cdfa™ Skills
Brian Limborg, Cfp®, Cdfa™ Education Details
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University Of MinnesotaBachelor'S Degree -
Kaplan University
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University Of St. Thomas
Frequently Asked Questions about Brian Limborg, Cfp®, Cdfa™
What company does Brian Limborg, Cfp®, Cdfa™ work for?
Brian Limborg, Cfp®, Cdfa™ works for Efs Advisors
What is Brian Limborg, Cfp®, Cdfa™'s role at the current company?
Brian Limborg, Cfp®, Cdfa™'s current role is Financial Advisor | Retirement Planner 2017-2024 Five Star Wealth Manager Award.
What is Brian Limborg, Cfp®, Cdfa™'s email address?
Brian Limborg, Cfp®, Cdfa™'s email address is br****@****sey.com
What schools did Brian Limborg, Cfp®, Cdfa™ attend?
Brian Limborg, Cfp®, Cdfa™ attended University Of Minnesota, Kaplan University, University Of St. Thomas.
What skills is Brian Limborg, Cfp®, Cdfa™ known for?
Brian Limborg, Cfp®, Cdfa™ has skills like Estate Planning, Retirement Planning, Investment Management, Asset Allocation, Asset Protection, Financial Planning.
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