John 'Brian' C. Beane IV, CFP®
Brian Beane is third generation financial professional, and a veteran of the financial services industry, having begun his career in 2007. Brian’s core focus is on holistic financial planning, helping clients navigate their financial life cycle from wealth accumulation through estate planning.
Brian is a University of Florida alum, where in 2007 he was conferred a Bachelor of Science in Economics. Brian also completed the CERTIFIED FINANCIAL PLANNER™ Professional Education Program at the College for Financial Planning®, in addition to studying Income Tax Planning at Florida Gulf Coast University.
Brian is a CERTIFIED FINANCIAL PLANNER™ (CFP®), General Securities Representative (Series 7), General Securities Principal (Series 24), Municipal Securities Principal (Series 53), and Uniform Combined State Law licensee (Series 66).