Brian Burt: M.S.
Money, Mission and Meaning episode 6: The Art and Heart of Money: Freeing Yourself To Be Wealthy with Brian Burt
Brian Burt, M.S. has eleven years experience in the financial services industry, and has been a long-time student of communication, community, men's work, and transformation. He has written and delivered financial plans to high-net worth and mid-market clients, and he has helped financial services firms such as Charles Schwab & Company improve customer engagement with their most valued retail clients. Brian has a Master's degree in Mathematics, has pursued research towards a Ph.D. in Mathematical Economics, and has completed the Personal Financial Planning program through UC Berkeley extension. He has been an active member in the Financial Planning Association for more than five years, and he has served on the Pro-Bono and Education committees.