Brian Tobin, CFP^®

Designations and licenses

Brian is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and education

Brian provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Brian has been in financial services since 2009 with experience in both wealth management and sales supervision. His focus is providing holistic financial planning by developing deep relationships and understanding each client’s unique challenges, goals and objectives.

Brian holds a bachelor’s degree in economics and a minor in personal financial planning from Texas Tech University.

Personal interests

Away from the office, Brian spends most of his time with his wife and two children. When he can get away, mountain biking and skiing are his favorite hobbies. Brian is also an avid Texas Tech and Arizona Cardinals football fan.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.