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.
*See all Creative Planning disclosures and sources.