Brian Deal, CFP ®
Founder & Managing Member at Semper Fi Wealth Partners- Claim this Profile
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Bio
Credentials
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Certified Financial Planner
CFP Board
Experience
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Semper Fi Wealth Partners
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United States
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Investment Management
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1 - 100 Employee
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Founder & Managing Member
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Nov 2019 - Present
Semper Fi Wealth Partners offers virtual and in-person collaborative financial planning and investment advice for our valued clients. The company's founder & Managing Member, Brian Deal, CFP®, works with those seeking to secure their retirement by moving the gears and levers of smart financial planning and prudent portfolio management. Semper Fi Wealth partners is based in West Hartford CT and Minneapolis MN, but operates virtually via web conferencing in order to work with clients wherever they may be. We are a cohesive team of financial planners, investment managers, and support staff with an unwavering dedication to our clientele. Pairing collaborative planning conversations with actionable, down-to-earth solutions. https://semperfiwealth.com/ Show less
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Highmark Partners
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United States
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Venture Capital and Private Equity Principals
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1 - 100 Employee
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President and Founder
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Jun 2008 - Present
Consultant to Financial Advisors & RIA firms, helping to develop and implement: • Best Practices • Process and Procedural Improvements • Client Communications • Leveraging of Resources & Technology • Branding and Marketing • Tactical Asset Management Strategies • Revenue Generation and Expense Reduction Strategies • Advisor Work/Life Balance • Succession and Acquisition Plans Consultant to Financial Advisors & RIA firms, helping to develop and implement: • Best Practices • Process and Procedural Improvements • Client Communications • Leveraging of Resources & Technology • Branding and Marketing • Tactical Asset Management Strategies • Revenue Generation and Expense Reduction Strategies • Advisor Work/Life Balance • Succession and Acquisition Plans
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Elevage Partners
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United States
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Financial Services
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1 - 100 Employee
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Director Of Financial Planning
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Apr 2018 - Jul 2019
Elevage Partners advisors take a plan first, then invest approach, and believe that having a solid financial plan lays the foundation for becoming a successful investor. A comprehensive and customized financial plan determines how much clients should invest for the long term. Our advisors get to know clients well enough to stand in their shoes before making any recommendations. And as fiduciaries, Elevage advisors always act in their clients’ best interests. Elevage Partners advisors take a plan first, then invest approach, and believe that having a solid financial plan lays the foundation for becoming a successful investor. A comprehensive and customized financial plan determines how much clients should invest for the long term. Our advisors get to know clients well enough to stand in their shoes before making any recommendations. And as fiduciaries, Elevage advisors always act in their clients’ best interests.
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Zeiders Enterprises, Inc.
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United States
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Individual and Family Services
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500 - 600 Employee
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Personal Financial Counselor
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Sep 2012 - May 2018
Provide assistance to Military Members and their families with personal financial readiness services. This includes providing personal and family financial counseling, planning, education, awareness information services, appropriate referrals, and assistance to applicable military families Provide assistance to Military Members and their families with personal financial readiness services. This includes providing personal and family financial counseling, planning, education, awareness information services, appropriate referrals, and assistance to applicable military families
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Bradway Financial
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United States
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Financial Services
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1 - 100 Employee
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Advisor & Practice Manager
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Sep 2012 - Nov 2014
Bradway Financial is an SEC Registered Investment Advisor, which allows us to provide unbiased investment management and advice. Client accounts are primarily maintained at Fidelity’s Institutional Brokerage Group. We consider Fidelity to be the best custodian from both fiduciary and technology perspectives. However, our Independent Registered Investment Advisor status allows us to manage investments at any other custodian or act as the advisor for accounts such as retirement and college savings plans. Our disciplined approach to investment management ensures that investment allocations will match your objectives and expectations. Show less
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Tittmann & Rusch, LLC
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United States
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Insurance
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Executive Financial Planner
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Oct 2006 - Oct 2010
• Provide senior level corporate executives and high net-worth families uniquely objective and personalized financial planning, wealth management, personal CFO, and investment advisory services. • Create a wide range of financial statement: balance sheets, income tax projections, estate flowcharts, cash flows, asset allocation, ins summary, etc. • Facilitate interaction and coordination between clients and their attorneys, money managers, and other advisors to ensure integrated planning. • Review complex, multiple state, and individual income tax returns. • Investment Analysis & Estate Planning Strategies • Executive Compensation & Corporate Benefit Expertise • Complex Cash Flow Forecasting & Income Tax Management • Equity Plan & Deferred Compensation Utilization Show less
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Travelers
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Pakistan
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Events Services
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1 - 100 Employee
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Business Analyst
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Dec 2000 - May 2006
• Responsible for the assessment of current and future business requirements, root cause analysis of deficiencies, proposal and solution implementation. • Partnered with department directors to facilitate change management • Coordinated Sales, New Business, Compliance, and Service efforts to an integrated and seamless delivery process. • Responsible for the assessment of current and future business requirements, root cause analysis of deficiencies, proposal and solution implementation. • Partnered with department directors to facilitate change management • Coordinated Sales, New Business, Compliance, and Service efforts to an integrated and seamless delivery process.
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Sergeant
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Nov 2002 - Aug 2003
• Conducted pre and post-deployment briefings and training designed to ensure personal and family readiness. • Led and supported tactical convoys. Maintained personnel and equipment readiness. Supervised, trained, inspected, and evaluated subordinates. • Counseled Marines on personal and professional issues. • Conducted pre and post-deployment briefings and training designed to ensure personal and family readiness. • Led and supported tactical convoys. Maintained personnel and equipment readiness. Supervised, trained, inspected, and evaluated subordinates. • Counseled Marines on personal and professional issues.
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United States Marine Corps
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United States
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Armed Forces
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700 & Above Employee
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Sergeant/Asst Operations Chief
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Sep 1996 - Sep 2000
• Directed operations for a 60 personnel, 80-vehicle logistics company. • Managed personnel and equipment to accomplish mission objectives. • Led training initiatives and gave instruction to improve technical/tactical proficiency. • Directed operations for a 60 personnel, 80-vehicle logistics company. • Managed personnel and equipment to accomplish mission objectives. • Led training initiatives and gave instruction to improve technical/tactical proficiency.
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Education
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Eastern Connecticut State University
BA, Psychology -
Minnesota realty School
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South Sioux City Senior High School
Community
