Brian Limborg, CFP®, CDFA™, is a dedicated financial advisor and retirement planner with a holistic approach to financial management. Since 2013, they have served as a Certified Financial Planner® and have specialized in areas including retirement planning and asset management for diverse clientele, including educators and families impacted by divorce. Brian has also been recognized with the Five Star Wealth Manager Award from 2017 to 2026. Currently, they work with Charles Schwab, navigating the stock market for families in the Twin Cities while collaborating with Ramsey Solutions as a SmartVestor Pro to help clients achieve their financial goals. Brian holds a Bachelor's degree from the University of Minnesota-Twin Cities and continues educational pursuits at the University of St. Thomas and Kaplan University.
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