Brian Schaeffer (CFP®, MBA, MSFP)

Brian Schaeffer focuses in the
following client markets or areas of practice:
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
NAPFA Start Date
January 03, 2017