Brian Loe, Cfp® Email & Phone Number

**By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its affiliates.** With more than 24 years of industry experience, Brian focuses on creating customized strategies emphasizing wealth accumulation, wealth preservation and wealth transfer for clients. He specializes in financial planning, investment consulting services and retirement planning to help clients pursue their financial goals. Brian earned a B.B.A. degree in marketing from The Ohio State University. He has continued his professional education and holds the CERTIFIED FINANCIAL PLANNER (CFP® ) certification, as well as Series 7, 9, 10 and 63, as well as life and health insurance and variable annuity licenses. Brian is married. He and his wife, Mary, will celebrate their 30th wedding anniversary this year. They reside in Upper Arlington and are the parents of two grown children. Their son is a graduate of Cornell University and works as a software engineer in New York City. Their daughter is a recent graduate of Northwestern University, where she was a member of the Women's Swimming & Diving Team. She is currently working as a consultant for IBM in Chicago. Brian is an avid cyclist. For the last four years, he has completed Pelotonia/The Ride to raise money for cancer research. He is an accomplished artist and enjoys travelling with his family and friends.He looks forward to engaging with you more closely on LinkedIn. He wants to bring to your attention that by being part of his **Registered States**CA,CO,CT,DE,FL,GA,IL,IN,KY,LA,MD,MI,MT,NC,NJ,NV,NY,OH,OR,PA,SC,TN,TX,UT,VA,WI,WV

Listed skills include Retirement Planning, Wealth Management, Series 7, Finance, and 9 others.