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.