Brian Huey, CFP®, is a seasoned professional with a diverse background in finance, military service, and telecommunications. Brian currently serves as a Private Wealth Manager at Creative Planning, where Brian provides comprehensive wealth management services. Prior to this, Brian held positions such as Senior Financial Advisor at Wipfli Financial Advisors and Wealth Manager at Redwood Wealth Management. Brian also served as a Naval Flight Officer in the U.S. Navy Reserve and has a strong educational background, including a MBA from Old Dominion University and a BS in History from the United States Naval Academy.
October, 2022 - present
Partner / Private Wealth Manager at Creative Planning
Senior Private Wealth Manager at Shaw and Partners
Private Wealth Manager at Creative Planning
Partner & Private Wealth Manager at Creative Planning
Private Wealth Manager at Creative Planning