Brian O. Butler Email and Phone Number
Brian O. Butler personal email
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I am the CEO and Senior Wealth Advisor at Wealth Standard Financial, a firm that puts its clients' interests ahead of its own and helps them gain clarity, start implementing, and get organized. I have over 20 years of experience in the financial services industry, and I hold multiple credentials, including Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), and Certified Plan Fiduciary Advisor (CPFA).My passion is to help people thrive and prosper through their most important life transitions, such as retirement, business succession, or personal growth. Whether clients are currently successful financially and looking to protect, or are in growth mode trying to build a work-optional lifestyle, I help them become the hero of their next chapter. I start any client relationship with a client-centric and not product-focused financial plan, and I provide investment strategies that evolve from the consultative process. I also leverage my experience in retirement planning and exit planning to help clients pursue their goals and dreams. Additionally, I serve as the President of Wealth Standard Insurance.*Insurance services are offered through Wealth Standard Insurance a separate entity from CWM, LLC.
Wealth Standard Financial
View- Website:
- wealthstandardfinancial.com
- Employees:
- 6
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Ceo And Senior Wealth AdvisorWealth Standard FinancialHouston, Tx, Us
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Ceo & Senior Wealth AdvisorWealth Standard Financial Aug 2016 - PresentHouston, Texas, UsAt Wealth Standard Financial, we are intensely focused on helping design income plans for clients. Whether clients are currently successful financially and looking to protect, or are in growth mode trying build a work optional lifestyle, we help them become the hero of their next chapter.Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed CWM, LLC as to accuracy or completeness.
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Advisory Board MemberChip (Changing How Individuals Prosper) Sep 2021 - PresentNew York, Us -
PresidentWealth Standard Insurance Aug 2022 - Present -
Vice President- Investments / Private Client AdvisorJ.P. Morgan Sep 2012 - Aug 2016New York, Ny, Us -
Financial Advisor, Crpc, CsnaMerrill Lynch Jun 2005 - Aug 2012New York, Ny, Us
Brian O. Butler Skills
Brian O. Butler Education Details
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University Of Houston-DowntownManagement -
College For Financial PlanningRetirement Planning
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Pepperdine Graziadio Business SchoolFinancial Planning
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CreativemindMindset And Performance
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National Academy Of Sports MedicineFitness Training
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Lamar High SchoolGeneral
Frequently Asked Questions about Brian O. Butler
What company does Brian O. Butler work for?
Brian O. Butler works for Wealth Standard Financial
What is Brian O. Butler's role at the current company?
Brian O. Butler's current role is CEO and Senior Wealth Advisor.
What is Brian O. Butler's email address?
Brian O. Butler's email address is br****@****ail.com
What schools did Brian O. Butler attend?
Brian O. Butler attended University Of Houston-Downtown, College For Financial Planning, Pepperdine Graziadio Business School, Creativemind, National Academy Of Sports Medicine, Lamar High School.
What are some of Brian O. Butler's interests?
Brian O. Butler has interest in Networking, Investing, Museums, Basketball, Management/leadership, Movies, Triathlon.
What skills is Brian O. Butler known for?
Brian O. Butler has skills like Series 7, Series 63, Series 65, Life Insurance, Health Insurance, Chartered Retirement Planning Counselor, Wealth Management, Investments, Financial Advisory, Portfolio Management, Finance, Risk Management.
Who are Brian O. Butler's colleagues?
Brian O. Butler's colleagues are Matthew Washington, Jr, Wealth Advisor, Cpfa®, Curtis Wiley, Paul Boudwin, Jalen Blackmon, Melanie Butler Gbds, Clu, Mba.
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