Brian Price, Caia® Email & Phone Number

My number one priority is helping people improve their financial well-being. I am passionate about helping others find the most beneficial investments for their individual situations, and am excited by the opportunity to help create positive change in people's lives.At Octavia Wealth Advisors, we use a fully integrated approach to your entire financial picture. By creating a shared understanding of your priorities and preferences, we can build a customized portfolio to support your plans while minimizing risk. As goals are met or your situation changes, we rebalance your investments to keep the process moving forward. Over the course of our lifelong relationship, Octavia’s integrated team of experts remains united by a single purpose — helping you reach higher to create your very own success story.Octavia Wealth Advisors is a registered investment advisor. Octavia Wealth Advisors provides investment advisory and related services for clients nationally. Octavia Wealth Advisors will maintain all applicable registration and licenses as required by the various states in which Octavia Wealth Advisors conducts business. For additional information, please visit our website at https://octaviawa.com/.

Listed skills include Leadership, Microsoft Office, Microsoft Excel, Problem Solving, and 2 others.

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  Investments Analyst

  Octavia Wealth Advisors

  May 2021 - Present

  As an investment analyst, I analyze portfolios and work with our chief investment officer and wealth advisory team to help make prudent and appropriate investment decisions for our clients. Octavia Wealth Advisors is an independent registered investment advisory firm committed to building lifelong partnerships with individuals, families, and businesses at all income levels. Through a diversified team of experts, the firm provides integrated wealth and risk management as well as retirement, insurance, tax and business, and estate planning. For more about Octavia, please visit Octaviawa.com.