Brian King (AIF®, CFP®, CPA)
Brian King focuses in the
following client markets or areas of practice:
- Charitable Giving
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Tax Planning
- Charitable Giving
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Tax Planning
NAPFA Start Date
July 09, 2018