Brian Preston (CFP®, CPA/PFS)
Brian Preston focuses in the
following client markets or areas of practice:
- Business Owners
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Medical Professionals
- Tax Planning
- Business Owners
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Medical Professionals
- Tax Planning
Planning Specialties
Brian Preston founded Abound Wealth on the foundation of stewardship and family. The firm has flourished under an abundance mindset. With over two decades of experience in personal financial planning and taxes, he’s driven to help others optimize their lives so they can focus on the things in life that truly matter to them.
The firm emphasizes having the heart of an educator (Brian is a 3rd generation educator), and this desire to create educated clients led to the award winning podcast, The Money Guy Show. The Money Guy Show has been broadcasting for over 10 years, and Brian has appeared on the Fox Business Channel, contributes to US News, and has been featured in The Wall Street Journal, Bankrate.com, Newsweek, Kiplinger's, Yahoo Finance, Forbes, and more. Brian has been recognized by Brightscope.com as one of the “Top 100 Most Social Financial Advisors”.
Additional Information
When not helping clients reach success with simple, smart strategies, Brian loves spending time with his wife, Jennifer, and their two daughters.
NAPFA Start Date
October 04, 2002
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