Brian Leitner, CFP®, ChFC®
Designations and Licenses
He is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant.
Experience and Education
As head of wealth management, Brian oversees Mariner Wealth Advisors’ regional leadership team to help ensure our advisors have resources to deliver a personal client experience. In addition, he is responsible for organic growth within the company and is a member of the firm’s executive committee. Brian is also host of Mariner Wealth Advisors’ podcast, Your Life, Simplified, which is available on iTunes, Google Play and YouTube.
Prior to joining Mariner in 2010, Brian was head of the Preferred Planning platform at UBS, where he managed a group of professionals who provided comprehensive wealth advice to high-net-worth clients. While in that role, he advised the firm’s wealthiest clients on heavily concentrated equity positions, philanthropic planning and wealth transfer strategies. Before joining UBS, Brian was a consultant in the Financial Planning and Tax Services department of Ernst & Young, LLP, where he provided investment and tax strategies to individual and corporate clients.
Brian has a bachelor’s degree in economics from the State University of New York College at Oneonta and a master’s degree in taxation from Fairleigh Dickinson University.