Brian Brandt, CFP®, AIF

Brian Brandt, CFP®, AIF

Executive Retirement Specialist

Personal Profile
Brian has over 25 years' experience in the financial services industry helping people gain confidence in their finances. He takes the time to understand his clients' unique needs and goals, and he works with them to create a personalized financial plan that will help them pursue their dreams. Most importantly, he meets consistently to monitor and update that financial plan.

Specialty

  • Retirement Income Planning
  • Key Person planning for Businesses
  • Executive Compensation Strategies

Community Involvement

  • YPN Board of Trustees Chair
  • Leadership for 5 Seasons Graduate and two-time Co-Chair

Education

Simpson College

  • B.A. in Economics and Finance

Professional Accreditations

  • CERTIFIED FINANCIAL PLANNER™ professional
  • AIF® (Accredited Investment Fiduciary)

Interests and Hobbies
Brian resides in Solon, IA, with his wife Christy and their 4 boys, Greg, Thomas, Charlie & Will. Brian has completed two half marathons, is an "OK" poker player (direct quote) and enjoys a good game of Cribbage, Backgammon or Catan with his friends or family. Brian is co-founder of "Briar Ridge Bikes" in Solon and has become an avid Mountain, gravel and trail biker.

Favorite Food: Pizza
Favorite Quote: "Trust the process."
Favorite TV Show: NFL games
Favorite Holiday: Thanksgiving
Biggest Accomplishment: Developing an outstanding successor to my previous role of leader of the Eastern Iowa Region of Principal Financial Group®. This allowed me to confidently transition to my current role.
Favorite vacation spots (so far): St. John, Switzerland & Banff