Bryan Wisda, Cfp®

Bryan Wisda, Cfp® Email and Phone Number

President @ Almega Wealth Management | Retired LEO @ Almega Wealth Management
Bryan Wisda, Cfp®'s Location
Scottsdale, Arizona, United States, United States
Bryan Wisda, Cfp®'s Contact Details

Bryan Wisda, Cfp® personal email

n/a

Bryan Wisda, Cfp® phone numbers

About Bryan Wisda, Cfp®

Almega Wealth Management is a boutique fee-only Registered Investment Advisor most known for helping already successful families create a life beyond wealth.Here's what we mean by a life beyond wealth: Having the freedom to focus on the here and now and creating an environment for kids and grandkids to have the opportunity to fail fast and fail forward without entitlement. We believe your family deserves a platform that allows you to succeed and find your life's purpose.Scottsdale AZ | Greenville KY | Mount Airy NC | Raleigh NC

Bryan Wisda, Cfp®'s Current Company Details
Almega Wealth Management

Almega Wealth Management

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President @ Almega Wealth Management | Retired LEO
Bryan Wisda, Cfp® Work Experience Details
  • Almega Wealth Management
    President
    Almega Wealth Management Aug 2021 - Present
    Almega Wealth Management is a boutique fee-only Registered Investment Advisor most known for helping already successful families create a life beyond wealth. Arizona | Kentucky | North Carolina
    View
  • Maricopa County Sheriff'S Office
    Deputy Sheriff
    Maricopa County Sheriff'S Office Sep 2014 - Aug 2021
    Phoenix, Az, Us
    View
  • Summit Wealth Management Inc
    President
    Summit Wealth Management Inc Jul 2012 - Apr 2015
    President of Summit Wealth Management of Arizona LLC
  • Summit Wealth Management Inc
    Senior Financial Planner
    Summit Wealth Management Inc Mar 2007 - Jul 2012
  • Ubs Wealth Management
    Financial Advisor
    Ubs Wealth Management Sep 2001 - Mar 2007
    Zurich, Ch
    View
  • Farmers Insurance Group
    Agent
    Farmers Insurance Group May 2000 - Sep 2001
    Woodland Hills, Ca, Us
    View
  • Bank Of America
    Bank Associate
    Bank Of America Jul 1995 - May 2000
    Charlotte, Nc, Us
    View

Bryan Wisda, Cfp® Skills

Wealth Management Investments Strategic Financial Planning Retirement Planning Financial Planning Investment Advisory Portfolio Management Life Insurance Insurance Mutual Funds Asset Management Estate Planning Finance Fixed Annuities Customer Service Leadership Team Building Disability Insurance Management Public Speaking Annuities Long Term Care Insurance

Bryan Wisda, Cfp® Education Details

  • Boston University
    Boston University
    Financial Planning
  • University Of Arizona
    University Of Arizona
    Philosophy
  • Bishop Montgomery High School
    Bishop Montgomery High School

Frequently Asked Questions about Bryan Wisda, Cfp®

What company does Bryan Wisda, Cfp® work for?

Bryan Wisda, Cfp® works for Almega Wealth Management

What is Bryan Wisda, Cfp®'s role at the current company?

Bryan Wisda, Cfp®'s current role is President @ Almega Wealth Management | Retired LEO.

What is Bryan Wisda, Cfp®'s email address?

Bryan Wisda, Cfp®'s email address is bw****@****ail.com

What is Bryan Wisda, Cfp®'s direct phone number?

Bryan Wisda, Cfp®'s direct phone number is +148025*****

What schools did Bryan Wisda, Cfp® attend?

Bryan Wisda, Cfp® attended Boston University, University Of Arizona, Bishop Montgomery High School.

What skills is Bryan Wisda, Cfp® known for?

Bryan Wisda, Cfp® has skills like Wealth Management, Investments, Strategic Financial Planning, Retirement Planning, Financial Planning, Investment Advisory, Portfolio Management, Life Insurance, Insurance, Mutual Funds, Asset Management, Estate Planning.

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