Bryan Totri (CFP®)
Bryan Totri focuses in the
following client markets or areas of practice:
- AUM
- Business Owners
- College/Education Planning
- Corporate Executives
- Entrepreneurs
- Tax Planning
- AUM
- Business Owners
- College/Education Planning
- Corporate Executives
- Entrepreneurs
- Tax Planning
Planning Specialties
Bryan M. Totri is the Director of Financial Planning for St. John & Associates, Inc. and WellSpring Planning, LLC. His responsibilities include oversight of the development, monitoring and maintaining of Personal Financial Plans for Clients. He is also responsible for the implementation of financial plans and providing a full range of financial services to our Clients. Before joining St. John & Associates, Bryan was the founder and principal of WellSpring Planning, LLC a full service fee only financial planning firm which was merged into St. John & Associates in early 2007. Bryan received his Certified Financial Planner (CFP) designation in 1994, and is a Registered Investment Advisor. Bryan has a degree in Business Management from City College of San Francisco and Economics from the University of San Francisco. He is also a graduate of the Denver College of Financial Planning. Additionally, Bryan is a member of the Digital Assets Council of Financial Professionals (DACFP) where he is certified in Blockchain and Digital Assets
Additional Information
He is a past teacher with the Continuing Education Department of Kennesaw State University where he taught Investment Planning for the Certified Financial Planning board-certified curriculum at Kennesaw University for several years. Bryan is also a member of the National Association of Tax Professionals (NATP), the Georgia Chapter of the Financial Planning Association (FPA) the Digital Assets Council of Financial Professionals (DACFP), and the ElderCare Matters Alliance.
A past member of Rotary and Kiwanis, Bryan has also volunteered with Senior Living Services for the Elderly and provided financial planning services to members of the military. He and his wife Tamara have two sons, both of whom have served in the military. When not working, he enjoys working out, kayaking, scuba diving and martial arts.
NAPFA Start Date
November 03, 2006
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