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Brian Samec Email & Phone Number
Founder and Certified Financial Planner
at
Jupiter Wealth Planning
2 work emails found
@northwesternmutual.com
5 phones found area 414 and 612
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder and Certified Financial Planner
Location
Greater Minneapolis-St. Paul Area, United States
Company size
Who is Brian Samec? Overview
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Quick answer
Brian Samec is listed as Founder and Certified Financial Planner at Jupiter Wealth Planning, a with 4 employees, based in Greater Minneapolis-St. Paul Area, United States. AeroLeads shows a work email signal at northwesternmutual.com, phone signal with area code 414, 612, and a matched LinkedIn profile for Brian Samec.
Brian Samec previously worked as Founder/CEO & Certified Financial Planner at Jupiter Wealth Planning and Wealth Management Advisor & Certified Financial Planner at Northwestern Mutual. Brian Samec studied at University Of St. Thomas.
Company email context
Email format at Jupiter Wealth Planning
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{first}{last}@northwesternmutual.com
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AeroLeads found 2 current-domain work email signals for Brian Samec. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Retirement Planning, Long Term Care Insurance, Life Insurance, Finance, and 19 others.
Current workplace
Brian Samec's current company
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Jupiter Wealth Planning
3 roles
Brian Samec work experience
A career timeline built from the work history available for this profile.
Founder/Ceo & Certified Financial Planner
CurrentWe 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.
Sep 2023 - Present
Wealth Management Advisor & Certified Financial Planner
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.
Jul 2000 - Sep 2023
2 education records
Brian Samec education
Education record
Education record
Forest Lake Senior High
FAQ
Frequently asked questions about Brian Samec
Quick answers generated from the profile data available on this page.
What company does Brian Samec work for?
Brian Samec works for Jupiter Wealth Planning.
What is Brian Samec's role at Jupiter Wealth Planning?
Brian Samec is listed as Founder and Certified Financial Planner at Jupiter Wealth Planning.
What is Brian Samec's email address?
AeroLeads has found 2 work email signals at @northwesternmutual.com for Brian Samec at Jupiter Wealth Planning.
What is Brian Samec's phone number?
AeroLeads has found 5 phone signal(s) with area code 414, 612 for Brian Samec at Jupiter Wealth Planning.
Where is Brian Samec based?
Brian Samec is based in Greater Minneapolis-St. Paul Area, United States while working with Jupiter Wealth Planning.
What companies has Brian Samec worked for?
Brian Samec has worked for Jupiter Wealth Planning and Northwestern Mutual.
How can I contact Brian Samec?
You can use AeroLeads to view verified contact signals for Brian Samec at Jupiter Wealth Planning, including work email, phone, and LinkedIn data when available.
What schools did Brian Samec attend?
Brian Samec studied at University Of St. Thomas.
What skills is Brian Samec known for?
Brian Samec is listed with skills including Retirement Planning, Long Term Care Insurance, Life Insurance, Finance, Disability Insurance, Fixed Annuities, Retirement, and Securities.
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