Brian Flader

Background

About Brian Flader

My focus on the team is to evaluate clients’ portfolios and recommend solutions with a focus on tax-considerations. I am also actively involved in selecting investment managers for the team and also review clients’ insurance and estate-planning needs. I have more than 30 years of experience in wealth management, and hold a Chartered Financial Consultant (ChFC®) designation and a Chartered Life Underwriter (CLU®) designation, a designation earned by insurance specialists who receive education in risk management and estate planning. I also hold the Chartered Retirement Planning Counselor℠ certification. I have attended training from 3ethos®, where my coursework combined topics of leadership, stewardship, fiduciary standards and governance. I have passed my Series 7, 63 and 65 exams, as well as earned my insurance license. I earned a bachelor’s degree in business administration from the University of Arizona. My wife, Kerri, and I live in Phoenix with our three girls. I am on the board of my local neighborhood association, Arcadia Camelback Mountain Neighborhood Association, and my family supports a variety of animal shelters and rescue facilities.