Brian Flaherty



Advanced Planning, Financial Planning


B.A. in Economics from the University of Virginia

Featured in

Creditnews, Stock Hax, Weinvests


Brian is a graduate of the University of Virginia where he earned a B.A. in Economics. After graduation, Brian spent four years working working at a wealth management firm advising high-net-worth investors and institutions. During his time there, he passed the rigorous Series 65 exam and rose to a high-level strategy position.

Experience Highlights

  • 4 years in wealth management

  • Experience as a high-level strategy advisor