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Brian D. Wheeler

Sales Manager, Financial Advisor

CEPA

Professional Story

Insurance Strategies, Investment Strategies (Reg. Reps Only), Student Loan Refinancing, Business Owners, Business Succession Planning, Estate Planning, Retirement Strategies, Charitable Giving, Risk Management Strategies

English

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

In my spare time I enjoy spending time with family supporting our children in their activities, golfing, camping, snow skiing, and doing projects around the house.

Coverpath - Get a quote for term life insurance
Commonbond - Get a preferred interest rate for student loan refinancing

CRN202207-267436

Check the background of this investment professional on FINRA's BrokerCheck

Personal Story

California Polytechnic University Pomona, B.S. Engineering Technology Construction - 1948-1989

Exit Planning Institute

Reno Satellite Office

730 Sandhill Rd, Suite 320 Reno, NV 89521
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Office Hours

Reno Satellite Office Office