• Skip to primary navigation
  • Skip to main content
  • Skip to footer
Financial Planning

Financial Planning

Plan your financial future.

  • Email
  • Facebook
  • LinkedIn
  • Twitter

College of Agriculture & Life Sciences

  • Home
  • About Us
    • Become a CFP® Professional
    • Faculty & Staff
    • Vision & Mission
    • Financial Planning Student Association
  • Undergraduate
    • Undergraduate Minor Overview
    • Minor Coursework
    • Networking Opportunities
    • Apply to the Minor
  • Extended Learning
    • Certificate Program Overview
    • Certificate Coursework
    • Frequently Asked Questions
    • Capstone for Accelerated Path
    • Apply to the Extended Learning Program
  • 2022 Conference
    • Sponsorship
    • Students

This is My Profession: Brian Leitner, CFP®, ChFC

February 17, 2015 by

In your opinion, what is financial planning about?

“If you have a burning desire to go out and help people, financial planning can be an unbelievable career—that’s what it’s really all about. That’s what I didn’t understand early on.”

Brian Leitner, CFP®, ChFC
Senior Vice President for Practice Management, Mariner Wealth Advisors

Brian Leitner is the senior vice president of practice management at Mariner Wealth Advisors and oversees the wealth advisor teams and the processes by which they deliver advice. Brian also provides financial planning support to wealth advisors relating to tools and techniques for financial planning strategies.

Prior to joining Mariner in 2010, Brian ran the Preferred Planning platform at UBS, where he managed a group of professionals who created comprehensive financial plans for high-net-worth clients. While in that role, he created and executed training for credentialed financial advisors across the country. He also provided guidance with respect to heavily concentrated positions, stock options analyses, philanthropic planning and estate planning strategies. Before joining UBS, Brian was a consultant in the Financial Planning and Tax Services department of Ernst & Young LLP. As a fee-based financial planner, Brian specialized in investment and tax strategies for both individual and corporate clients.

Adapted from marinerwealthadvisors.com.

 

Filed Under: This Is My Profession Tagged With: This Is My Profession

Carter Financial Management, Founder's Club member
KMH Wealth Management, Founder's Club member
Paragon Financial Advisors, Founder's Club member
Jorge A. Bermudez, Founder's Club member
Traditions Wealth Advisors

Subscribe to our email list





Contact us

Financial Planning Program
(979) 845-5223
financialplanning@tamu.edu

600 Kimbrough Blvd.
210C AGLS Bldg
TAMU 2124
College Station, TX 77843-2124

Links & Resources

CFP Board of Standards
Texas A&M University
College of Agriculture & Life Sciences
Department of Agricultural Economics

Disclaimer

Texas A&M University does not award the CFP® certificate. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

  • Compact with Texans
  • Privacy and Security
  • Accessibility Policy
  • State Link Policy
  • Statewide Search
  • Veterans Benefits
  • Military Families
  • Risk, Fraud & Misconduct Hotline
  • Texas Homeland Security
  • Texas Veterans Portal
  • Equal Opportunity
  • Open Records/Public Information
Texas A&M University System Member