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Brie Reyes, Cfp, Chfebc, Cdfa is listed as Strategic Financial Planning for Aviation Employees | CFP®, ChFEBC, CDFA | President at Estes Financial Services, Inc. | Founder Smart Financial Divorce, LLC at Estes Financial Services, Inc., a with 5 employees, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a work email signal at estesfinancial.net and a matched LinkedIn profile for Brie Reyes, Cfp, Chfebc, Cdfa.
Brie Reyes, Cfp, Chfebc, Cdfa previously worked as President at Estes Financial Services, Inc. and Chartered Divorce Financial Analyst: Reducing Financial Stress in Divorce | CEO/Founder at Smart Financial Divorce. Brie Reyes, Cfp, Chfebc, Cdfa holds Bachelor’S Degree, Political Science, History & Business from Texas A&M University.
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AeroLeads found 1 current-domain work email signal for Brie Reyes, Cfp, Chfebc, Cdfa. Compare company email patterns before reaching out.
Strategic Financial Leadership and Customized Wealth SolutionsWelcome to my LinkedIn! I'm Brie Reyes, CFP®, ChFEBC, CDFA, and President at Estes Financial Services, where my passion and expertise converge to offer sophisticated financial planning, investment management, and retirement consulting services. With a dedication to empowering our clients through personalized financial strategies, my role encompasses a broad spectrum of financial services designed to navigate the complexities of wealth management and retirement planning.Dedicated Expertise at Estes Financial Services:At Estes Financial Services, my focus is on delivering comprehensive financial solutions tailored to the unique needs of our clients. This includes sophisticated investment strategies, retirement plan consulting, and navigating federal employee benefits. My background as a Chartered Federal Employee Benefits ConsultantSM and a Certified Financial Planner™ positions me uniquely to address the nuances of wealth management and retirement planning with a depth of understanding and strategic insight.Proven Track Record of Success:My experience in guiding companies and their management on issues such as private equity access, employee retention, and succession planning, alongside personal wealth management, underscores my capacity to handle complex financial scenarios. Having played a pivotal role in taking two companies public, I bring a wealth of experience in corporate financial strategy to our clients at Estes Financial Services.Balancing Professional Excellence with Personal Passions: A Texas A&M University alumna, my life outside the office is filled with State Fair of Texas Blue Ribbon-winning arts and crafts, travel, and quality time with my family. These personal interests provide me with a balanced perspective, fueling my professional drive with creativity and passion.How Estes Financial Services Can Serve You:Leveraging +15 years of experience in the financial industry, I lead our team at Estes Financial Services in providing dynamic financial planning and investment management solutions. Whether you're seeking to optimize your investment portfolio, plan for retirement, or navigate federal employee benefits, our team is here to guide you toward achieving your financial objectives.Let's Connect:To discover how Estes Financial Services can enhance your financial strategy and help secure your financial future, I invite you to reach out for a personalized consultation. Contact us at Estes Financial Services to set the course for your financial journey.
Listed skills include Estate Planning, Portfolio Management, Financial Advisory, Strategic Financial Planning, and 11 others.
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Dallas/Fort Worth Area
Brie Reyes is a respected financial planner and capital market expert. Brie concentrates on sophisticated financial planning, portfolio stress testing and retirement plan consulting for our clients. She also works with small business owners and their founders/key management on matters that include access to private equity; employee retention; succession planning and personal wealth management.
Fort Worth | Consultation: Https://Calendly.Com/Smartfinancialdivorce/30Min
Equal Does NOT Mean Equitable. We are here to support you before, during and after your divorce. Our goal is to reduce the financial uncertainty during the divorce process. By providing clear analysis, recommended solutions, advice on negotiating a fair settlement and helping you navigate your new financial life, both now and in the future.
Dallas/Fort Worth Area
A co-founder and shareholder, Brie Horigan is a respected financial planner and capital market expert. Brie concentrates on sophisticated financial planning, portfolio stress testing and retirement plan consulting for our clients. She also works with energy companies and their founders/key management on matters that include access to private equity; employee retention; succession planning and personal wealth management. Brie presents cutting edge wealth enhancement strategies as a contribution writer for the Fort Worth Business Press.
Dallas/Fort Worth Area
Worked with individual clients as well as small businesses setting up their retirement plans and wealth management strategies.
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Brie Reyes, Cfp, Chfebc, Cdfa works for Estes Financial Services, Inc..
Brie Reyes, Cfp, Chfebc, Cdfa is listed as Strategic Financial Planning for Aviation Employees | CFP®, ChFEBC, CDFA | President at Estes Financial Services, Inc. | Founder Smart Financial Divorce, LLC at Estes Financial Services, Inc..
AeroLeads has found 1 work email signal at @estesfinancial.net for Brie Reyes, Cfp, Chfebc, Cdfa at Estes Financial Services, Inc..
Brie Reyes, Cfp, Chfebc, Cdfa is based in Dallas-Fort Worth Metroplex, United States while working with Estes Financial Services, Inc..
Brie Reyes, Cfp, Chfebc, Cdfa has worked for Estes Financial Services, Inc., Smart Financial Divorce, Riley Wealth Management, Llc, and Raymond James Financial.
Brie Reyes, Cfp, Chfebc, Cdfa's colleagues at Estes Financial Services, Inc. include Amanda Murrell and Julie Estes.
You can use AeroLeads to view verified contact signals for Brie Reyes, Cfp, Chfebc, Cdfa at Estes Financial Services, Inc., including work email, phone, and LinkedIn data when available.
Brie Reyes, Cfp, Chfebc, Cdfa holds Bachelor’S Degree, Political Science, History & Business from Texas A&M University.
Brie Reyes, Cfp, Chfebc, Cdfa is listed with skills including Estate Planning, Portfolio Management, Financial Advisory, Strategic Financial Planning, Investments, Fixed Annuities, Certified Financial Planner, and Retirement.
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