Brian Deal, Certified Financial Planner®
I began my finance career in risk and wealth management positions at Citigroup and The Hartford after serving in the U.S. Marine Corps. Guided towards financial planning for individuals and families, I became a Certified Financial Planner® practitioner after graduating from college. This independence and certification is important because it aligns my business interests with clients’ needs.
I take a Plan First, Then Invest approach and spend time getting to know clients well enough to "stand in their shoes” while using my knowledge and experience to help them attain their goals and dreams. As a true fiduciary, a client’s best interests come first and I am able to act as a personal CFO – quarterbacking resources like accountants, attorneys and agents – so clients can focus on their priorities.
A common thread among my clients is that they are busy professionals who value the time and expertise required to successfully navigate today’s complex financial world. My personal experiences have led me to advise many senior-level executives at Fortune 100 companies, along with entrepreneurs and military members throughout all their life stages.
I joined Elevage Partners in 2018 to continue providing clients with unbiased advice with the additional advantage of being surrounded a team that shares my desire to put clients first.