Brian Sabo, Cfp® Email & Phone Number
@verdence.com
5 phones found area 410, 301, and 609
LinkedIn matched
Who is Brian Sabo, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Brian Sabo, Cfp® is listed as Partner at Verdence Capital Advisors, a company with 57 employees, based in Lutherville-Timonium, Maryland, United States. AeroLeads shows a work email signal at verdence.com, phone signal with area code 410, 301, 609, and a matched LinkedIn profile for Brian Sabo, Cfp®.
Brian Sabo, Cfp® previously worked as Managing Director, Partner at Verdence Capital Advisors and Executive Director, Partner at Hightower. Brian Sabo, Cfp® holds Bachelor'S Degree, English from Towson University.
Email format at Verdence Capital Advisors
This section adds company-level context without repeating Brian Sabo, Cfp®'s masked contact details.
AeroLeads found 1 current-domain work email signal for Brian Sabo, Cfp®. Compare company email patterns before reaching out.
About Brian Sabo, Cfp®
As a Managing Director and Partner at Verdence Capital Advisors, I focus on helping clients develop, implement and monitor their financial plans as they seek to achieve lifelong goals. I advise individual clients, affluent families and business owners. Through personal consultations, I seek to address the four cornerstones of wealth: building wealth, managing assets, preserving wealth and transitioning.As a Certified Financial Planner I can help with budgeting, planning for retirement, saving for education, managing your taxes and your insurance coverage, “finances” doesn’t mean just one thing for most Americans — and “financial planning” means much more than just investing. Bringing all the pieces of your financial life together is a challenging task. Specialties: Asset Allocation, Retirement Planning, Business Retirement Plans(401K), Life Insurance/AnnuitiesOpinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.
Listed skills include Wealth Management, Retirement Planning, Investments, Asset Allocation, and 31 others.
Brian Sabo, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Brian Sabo, Cfp® work experience
A career timeline built from the work history available for this profile.
Managing Director, Partner
CurrentAs an experienced Certified Financial Planner and Private Wealth Advisor, I help clients attain their personal, financial and lifestyle goals. I create a customized plan by actively listening to the needs and aspirations of my clients. I combine cutting edge financial and technological solutions with decades worth of real-life financial planning.
Executive Director, Partner
As a Financial Advisor at Hightower Advisors, I continued to meet the financial needs of my clients while beginning my career in independent advisory. In the Registered Independent Advisory ecosystem, I have the freedom to adapt to my clients needs, implement new technology, and make my fiduciary commitment at the forefront of my practice.
Financial Advisor- Vice President Investments
As a Financial Advisor, at Wells Fargo (Previously Wachovia Securities), I assessed my clients’ financial needs, including retirement, savings, charitable donations, generating income, and more to help them plan and grow their wealth to meet their lifestyle goals
Financial Specialist
As a Financial Specialist, at Wells Fargo (Previously First Union Bank), I helped clients with investments, lending needs, and insurance.
Colleagues at Verdence Capital Advisors
Other employees you can reach at verdence.com. View company contacts for 57 employees →
Katie Kelly
Colleague at Verdence Capital AdvisorsBaltimore City County, Maryland, United States, United States
View →
AW
Andrew Wright
Colleague at Verdence Capital AdvisorsNaples, Florida, United States, United States
View →
LA
Lauren Austin
Colleague at Verdence Capital AdvisorsBaldwin, Maryland, United States, United States
View →
JE
Jason Edelson, Qfop®
Colleague at Verdence Capital AdvisorsBaltimore City County, Maryland, United States, United States
View →
NS
Nicholas Schiavone
Colleague at Verdence Capital AdvisorsPerry Hall, Maryland, United States, United States
View →
MW
Michele Welsh
Colleague at Verdence Capital AdvisorsPhoenix, Maryland, United States, United States
View →
KC
Kevin Cuff
Colleague at Verdence Capital AdvisorsCockeysville, Maryland, United States, United States
View →
CL
Cameron Leydig
Colleague at Verdence Capital AdvisorsOwings Mills, Maryland, United States, United States
View →
AH
Ayaz Hasan, Cepa®, Cima®
Colleague at Verdence Capital AdvisorsWashington DC-Baltimore Area, United States
View →
MS
Meg Sheil-Puopolo
Colleague at Verdence Capital AdvisorsBaltimore, Maryland, United States, United States
View →
Brian Sabo, Cfp® education
Frequently asked questions about Brian Sabo, Cfp®
Quick answers generated from the profile data available on this page.
What company does Brian Sabo, Cfp® work for?
Brian Sabo, Cfp® works for Verdence Capital Advisors.
What is Brian Sabo, Cfp®'s role at Verdence Capital Advisors?
Brian Sabo, Cfp® is listed as Partner at Verdence Capital Advisors.
What is Brian Sabo, Cfp®'s email address?
AeroLeads has found 1 work email signal at @verdence.com for Brian Sabo, Cfp® at Verdence Capital Advisors.
What is Brian Sabo, Cfp®'s phone number?
AeroLeads has found 5 phone signal(s) with area code 410, 301, 609 for Brian Sabo, Cfp® at Verdence Capital Advisors.
Where is Brian Sabo, Cfp® based?
Brian Sabo, Cfp® is based in Lutherville-Timonium, Maryland, United States while working with Verdence Capital Advisors.
What companies has Brian Sabo, Cfp® worked for?
Brian Sabo, Cfp® has worked for Verdence Capital Advisors, Hightower, Wells Fargo Advisors,Llc, and Wells Fargo.
Who are Brian Sabo, Cfp®'s colleagues at Verdence Capital Advisors?
Brian Sabo, Cfp®'s colleagues at Verdence Capital Advisors include Katie Kelly, Andrew Wright, Lauren Austin, Jason Edelson, Qfop®, and Nicholas Schiavone.
How can I contact Brian Sabo, Cfp®?
You can use AeroLeads to view verified contact signals for Brian Sabo, Cfp® at Verdence Capital Advisors, including work email, phone, and LinkedIn data when available.
What schools did Brian Sabo, Cfp® attend?
Brian Sabo, Cfp® holds Bachelor'S Degree, English from Towson University.
What skills is Brian Sabo, Cfp® known for?
Brian Sabo, Cfp® is listed with skills including Wealth Management, Retirement Planning, Investments, Asset Allocation, Finance, Portfolio Management, Financial Planning, and Insurance.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial