About Brian
If you are going to tell me all about you and your life, it’s only fair that I return the favor. Here is a little bit about my background and what’s important in my life.
If you are going to tell me all about you and your life, it’s only fair that I return the favor. Here is a little bit about my background and what’s important in my life.
My Background
I graduated from Stonehill College in North Easton, MA in 2002 with a degree in Finance. Since then I’ve spent the past eight years in the financial services industry in several different capacities. Prior to starting my own practice in 2009, I spent three years advising individual clients at a small financial advisory firm in the Chicago suburbs. During that time, I completed the educational requirement to become a CERTIFIED FINANCIAL PLANNER ™ at Northwestern’s School of Continuing Studies. I then passed my two day, ten hour CERTIFIED FINANCIAL PLANNER ™ examination and officially became a CFP® certificant in January of 2008.
I graduated from Stonehill College in North Easton, MA in 2002 with a degree in Finance. Since then I’ve spent the past eight years in the financial services industry in several different capacities. Prior to starting my own practice in 2009, I spent three years advising individual clients at a small financial advisory firm in the Chicago suburbs. During that time, I completed the educational requirement to become a CERTIFIED FINANCIAL PLANNER ™ at Northwestern’s School of Continuing Studies. I then passed my two day, ten hour CERTIFIED FINANCIAL PLANNER ™ examination and officially became a CFP® certificant in January of 2008.
What’s Important in My Life
I consider myself lucky to have grown up in such a supportive family and have such great relationships with all of them. My father, Steve, a CPA, and my mother, Maureen, a speech pathologist, both own their own businesses back in my home state of New York. I’m also the proud older brother to my three sisters, Megan, Caitlin, and Molly. I couldn’t ask for a better family.
I live in Forest Park, IL with my wife, Michelle. When spending time together, we enjoy entertaining friends and enjoying all that our local community has to offer. If I’m not in the office, Michelle will tell you that you’re likely to find me on the tennis court. Tennis has always been a big part of my life and the game has been very kind to me in return.
I’m a member of the Pillars Young Professionals Group, a non-for-profit social service organization providing community-based services for individuals and families facing challenges and crisis. I also serve on the Board of Directors for the Oak Park Tennis Club, a community based and volunteer operated public tennis club.
So that’s a little bit about me.
So that’s a little bit about me.
Contact me directly at (708) 406-9755 and schedule a time to meet that works for you. I look forward to hearing more about what’s important in your life.
Securities and Financial Planning offered through Ausdal Financial Partners, a Registered Investment Advisor, Member FINRA/ SIPC.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANICAL PLANNER ™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Ausdal Financial Partners, Inc. and Pillar Financial Advisors are independent companies.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANICAL PLANNER ™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Ausdal Financial Partners, Inc. and Pillar Financial Advisors are independent companies.
Copyright ©2010, Brian Plain. All Rights Reserved.