Brian Samec

Brian Samec Email and Phone Number

Founder and Certified Financial Planner @ Jupiter Wealth Planning
Saint Paul, MN, US
Brian Samec's Location
Greater Minneapolis-St. Paul Area, United States
Brian Samec's Contact Details
About Brian Samec

Brian Samec is Founder/CEO & Certified Financial Planner of Jupiter Wealth Planning LLC. The company's mission is to positively impact clients' lives by elevating their financial confidence. Jupiter Wealth Planning has a cutting edge Elevated Planning Calendar that drives results further than industry norms. They also have a distinct focus in tax-aware retirement investment and income planning.For additional information, email Brian at brian@jupiterwealthplanning.com or Dabrina at dabrina@jupiterwealthplanning.com. Or visit website at www.jupiterwealthplanning.comSpecialties: Financial Behavior Management, Tax-aware retirement investment and income planning.

Brian Samec's Current Company Details
Jupiter Wealth Planning

Jupiter Wealth Planning

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Founder and Certified Financial Planner
Saint Paul, MN, US
Website:
jupiterwealthplanning.com
Employees:
4
Brian Samec Work Experience Details
  • Jupiter Wealth Planning
    Founder And Certified Financial Planner
    Jupiter Wealth Planning
    Saint Paul, Mn, Us
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  • Jupiter Wealth Planning
    Founder/Ceo & Certified Financial Planner
    Jupiter Wealth Planning Sep 2023 - Present
    Greater Minneapolis-St. Paul Area
    We are a fee-based, independent, financial planning practice. This allows us to focus on what our client’s true needs are. This also allows us time to educate our clients on various planning options, which results in a truly customized financial plan.While numbers are extremely important, we believe successful financial planning goes a bit further:- Consistency and dependability when you need us.- Courage to share with you what you need to hear rather than what you want to hear.- Collaboration and teamwork to get the job done right.- Dedication to our clients and how we serve.- Lifetime learning to maintain our planning edge.
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  • Northwestern Mutual
    Wealth Management Advisor & Certified Financial Planner
    Northwestern Mutual Jul 2000 - Sep 2023
    Brian relies not only on his own knowledge and experience, but also on the expertise of a team of specialists available through the Network. Together, they can provide innovative solutions and professional direction to help clients accomplish their objectives. Please let Brian know how he might be able to help you realize your vision for the future.
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Brian Samec Skills

Retirement Planning Long Term Care Insurance Life Insurance Finance Disability Insurance Fixed Annuities Retirement Securities Long Term Care Mutual Funds 401k Leadership Wealth Accumulation Customer Service Series 63 Iras Strategic Planning Sales Series 6 Marketing Investments Management Team Building

Brian Samec Education Details

Frequently Asked Questions about Brian Samec

What company does Brian Samec work for?

Brian Samec works for Jupiter Wealth Planning

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

Brian Samec's current role is Founder and Certified Financial Planner.

What is Brian Samec's email address?

Brian Samec's email address is br****@****ual.com

What is Brian Samec's direct phone number?

Brian Samec's direct phone number is +141427*****

What schools did Brian Samec attend?

Brian Samec attended University Of St. Thomas, Forest Lake Senior High.

What are some of Brian Samec's interests?

Brian Samec has interest in Children, Education, Health.

What skills is Brian Samec known for?

Brian Samec has skills like Retirement Planning, Long Term Care Insurance, Life Insurance, Finance, Disability Insurance, Fixed Annuities, Retirement, Securities, Long Term Care, Mutual Funds, 401k, Leadership.

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