Brian Bortz

Financial Planner / Partner at Cain Watters & Associates

Brian Bortz is a financial planner and partner at Cain Watters & Associates since June 2004. Prior to this, Brian worked as a Senior Manager at Ernst & Young from 1996 to 2004. Brian obtained their Masters in Accounting and Finance from Mays Business School at Texas A&M University from 1990 to 1995.

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Dallas, United States

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Cain Watters & Associates

Since 1984, Cain Watters & Associates (CWA) has helped dental professionals realize their financial potential. Thousands of dentists in all 50 states rely on our comprehensive financial services to help improve practice profitability and accumulate wealth. Our financial planning teams use sound accounting practices, proactive tax planning, and money growth strategies to help reach our clients’ short- and long-term goals. Success begins with our people. Create a career you’re proud of at CWA: https://vimeo.com/847124533 Consistently named on Forbes Top Accounting and Tax Firms and Accounting Today and Inside Public Accounting list of Top 100 Firms, CWA is recognized annually by respected industry publications. For our complete list of awards, please visit cainwatters.com/disclosures Cain, Watters and Associates, LLC is a Registered Investment Advisor with the Securities and Exchange Commission (SEC) (CRD # 111521). Full disclosure: cainwatters.com/disclosures


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201-500

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