Brian Waldner, CFA, CFP®, is a results-oriented investment management and financial planning professional currently serving as the Founder of Deeper Roots, where they cultivate resilience and support clients' financial well-being. With extensive experience across various roles, including Investment Strategist at Kahler Financial Group and Senior Vice President at Clarfeld | Citizens Private Wealth, Brian has provided sophisticated guidance to institutional and ultra-high-net-worth clients. Brian holds a Bachelor of Arts degree in Social Thought & Political Economics from the University of Massachusetts Amherst and has made significant contributions to the New England Impact Investing Initiative as a founding board member. Brian’s commitment to holistic financial planning and mission-aligned investment strategy has fostered long-lasting relationships with clients and organizations.
Location
Boston, United States
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