Bryan Totri (CFP®)

Bryan Totri focuses in the
following client markets or areas of practice:

  • Business Owners
  • Divorce Planning
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

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, is a Registered Investment Advisor and has over 23 years experience in the financial services industry as an investment specialist and financial planner. He has held Series 7 and 63 licenses through the NASD, and a Realtor license in the past. 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.

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) and the ElderCare Matters Alliance.

 

NAPFA Start Date

November 03, 2006

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This Office

500 Sun Valley Dr Suites D3-4 Roswell, GA 30076-1482 Phone: (770) 642-7631 Fax: (770) 993-9807