Brian Wiscombe, CFP®, AIF®

Wealth Manager at StoneCrest Wealth Management, Inc
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Contact Information
us****@****om
(386) 825-5501
Skills

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
    Dec, 2019
    - Nov, 2024
  • Accredited Investment Fiduciary , AIF®
    Fi360
    Sep, 2018
    - Nov, 2024
  • Series 66
    Financial Industry Regulatory Authority
    Apr, 2013
    - Nov, 2024
  • Series 7
    Financial Industry Regulatory Authority
    Apr, 2013
    - Nov, 2024

Experience

  • StoneCrest Wealth Management, Inc
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Manager
      • Jan 2018 - Present

      As your Wealth Manager my focus is on "You" and "Your financial goals." In the world of investing and planning for retirement the immense amount of options available can be overwhelming and confusing, but by utilizing our wealth planning tools and tax strategies we will work as a team to build a solid investment plan to help you achieve your financial objectives. Our investing timeline is long term, but it's the small attention to detail along the way which can make the difference in achieving your successful financial future.

  • Edward Jones
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Dec 2013 - Jan 2018

      Financial Advisor with concentrations on independent wealth management and business retirement strategies. Financial Advisor with concentrations on independent wealth management and business retirement strategies.

  • Geneva Financial LLC
    • United States
    • Financial Services
    • 400 - 500 Employee
    • Realtor/Investor
      • Feb 2008 - Feb 2014

      Buy and sell real estate for investment purposes and provide realtor services for potential home buyers. Buy and sell real estate for investment purposes and provide realtor services for potential home buyers.

  • The VIP Military
    • Co Founder
      • 2013 - 2014

      The VIP Military was created to connect the military community to military friendly businesses through exclusive deals, discounts, and Veteran employment opportunities. The VIP Military was created to connect the military community to military friendly businesses through exclusive deals, discounts, and Veteran employment opportunities.

  • United States Air Force
    • United States
    • Defense and Space Manufacturing
    • 700 & Above Employee
    • Officer in Charge of Financial Operations
      • Jun 2001 - Aug 2013

      Oversaw the daily financial operations for a joint specialty state appointed task force in coordination with the Army and Air Force. Oversaw the daily financial operations for a joint specialty state appointed task force in coordination with the Army and Air Force.

  • Direct Marketing Associates/Online BK Manager
    • Regional Sales Manager
      • Aug 2005 - Aug 2008

      Develop strategic marketing plans and programs for major car dealer groups in the Southwest Region. Develop strategic marketing plans and programs for major car dealer groups in the Southwest Region.

Education

  • Arizona State University
    Bachelor of Interdisciplinary Studies, Business, Communication
    1998 - 2004

Community

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