Brian Flaherty
Author
Expertise
Advanced Planning, Financial Planning
Education
B.A. in Economics from the University of Virginia
Featured in
Creditnews, Stock Hax, Weinvests
Bio
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