I joined the Edward Jones family in 2009 as a client wanting to rollover my 401k. Now, more than 10 years later, I am humbled by the opportunity to partner together with my clients to build their personalized strategies.
As a family man, business owner and Reno native, I focus every strategy I offer and every solution I recommend based on what's most important to you. My ideal clients are those that want to carefully and thoughtfully work towards long-term goals that range from preparing for or living in retirement, to insurance, to outlining estate considerations.
Questions we can help you answer:
- How much do I need to retire?
- How much risk am I taking and what is the expected return of my portfolio?
- How much am I paying in fees and why?
- What should I do with my old 401k?
- Do I need disability, long term care or life insurance?
By earning the right to use the Chartered Financial Analyst (CFA®) and CFP® designations and graduating with an MBA in accounting and finance from the University of Nevada, I have committed to the highest level of professionalism to help you and your family achieve financial security.
The CFA Institute awards the CFA® designation to those who have passed the CFA Program, a graduate-level self-study curriculum and examination program for investment professionals that covers a broad range of investment topics. The CFA Program requires up to 300 hours of study for each of three exams and can take from two to five years to complete.
The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
- Portfolio Reviews
- Estate & Legacy Strategies
- Charitable Giving
- Retirement Income Strategies
- Insurance & Annuities
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
- Scuba Diving
Phone NumberBrian T Allman at (775) 829-0151
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