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
Planning Specialties
We offer a comprehensive approach to wealth management that allows you to contact us as your primary advisor who will coordinate all aspects of your financial life. We guide our clients through the process of achieving their financial goals by employing a long-term, disciplined approach to wealth management that works.Additional Information
Brian graduated from the University of Wisconsin with a bachelors degree in Personal Finance and from Texas Tech University with an MBA and masters degree in Personal Financial Planning. He is a CERTIFIED FINANCIAL PLANNER®, an Enrolled Agent, and a member of the Academy of Financial Services. Brian has lived in Chicago for over 12 years and enjoys volunteering with Scouting America and serves as the treasurer of the Morrison-Shearer Foundation.NAPFA Start Date
January 03, 2017
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