Clu Rebc Brian Gracie Chfc

Brian Gracie has extensive experience in the financial industry, beginning in 1989 when they joined Brian Gracie & Associates as a Financial Advisor. In 1999, they founded Heritage Financial Consultants, LLC, where they currently serve as a Founder and Financial Planner. As a Registered Representative of Lincoln Financial Advisors Corp, they offer securities and investment advisory services. Brian Gracie's expertise includes wealth management, retirement planning, and insurance solutions.

Brian Gracie, CLU ChFC REBC, obtained a Bachelor's degree in Finance and Business Administration from James Madison University between 1985 and 1989. Additionally, they hold the certifications of Certified Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Registered Employee Benefit Consultant (REBC®). Further details about the institutions and years they obtained these certifications are not available.