Brigand Kline, Cfp®, Mba Email & Phone Number

Brigand Kline is a CERTIFIED FINANCIAL PLANNER™, practioner who specializes in business and personal financial strategies. He is dedicated to a long term relationship and focused to help clients work to achieve all goals through their financial aspects.He obtained his master's degree in Business at San Diego State University with an emphasis on finance, entrepreneurship and management. He received his BS in Systems Engineering from the U.S. Naval Academy and completed several tours of duty as Surface Warfare Officer.He is actively involved in several community associations such as San Diego State Alumni Assoication and San Diego Yacht Club.Specialties: Portfolio Management Risk Mitigation Mutual Funds Individual Retirement Accounts Employee Benefits Retirement Plans Group Health Deferred Comp Executive Benefit Programs Buy-Sell FundingPersonal Financial Services Insurance Needs Education Funding Retirement Planning Estate Planning & Conservation Permanent and Term Life Insurance Disability Income Insurance Fixed and Variable Annuities

Listed skills include Retirement Planning, Portfolio Management, Mutual Funds, Employee Benefits, and 1 others.