“I love learning how my clients have become successful in life and then helping them build, protect and grow their wealth to reach the most important goals in their lives.”
Bryan Blackburn serves as Financial Planner and Wealth Advisor. As a CERTIFIED FINANCIAL PLANNER™, he manages relationships for select clients. Bryan provides holistic financial planning advice; including retirement planning, cash flow analysis, tax planning, education funding, and estate planning and investment analysis. Working in tandem with a Carnegie Portfolio Manager, he is able to provide comprehensive wealth management solutions for clients.
Bryan has extensive industry experience, having worked at Wells Fargo Advisors and Charles Schwab’s Private Client Group. He earned his Bachelor of Science in Finance with a minor in Economics from the Ohio State University. Bryan’s childhood was spent in Medina, Ohio, a nearby suburb of Cleveland. He currently lives on the east side of Cleveland with his wife, Alyse.
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