Brian Huey, MBA, CFP®
Brian serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than 15 years of experience in the financial services industry, Brian was a wealth manager with an independent investment advisory firm that merged into a larger independent investment advisory firm prior to joining Creative Planning.
Brian received his Bachelor of Science degree from the United States Naval Academy and earned a Master of Business Administration degree from Old Dominion University. He is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.
Brian served in the U.S. Navy as a naval flight officer in the E-2C Hawkeye surveillance aircraft and retired from the Navy Reserve. An active member of the community, Brian serves as a deacon and financial counselor at his local church and enjoys coaching youth baseball. He and his wife, Betsy, live in Atlanta with their three children.
Articles by Brian Huey, MBA, CFP®
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