CFA

    Bryan Mullin

    Managing Member

    Santa Rosa Beach, FloridaNo minimum minimum

    Areas of focus

    Tax PlanningInvestment ManagementRetirement PlanningPortfolio ConstructionCash Flow AnalysisAlternative InvestmentsSuccession PlanningCryptocurrency & NFTs

    Credentials & background

    Designations

    CFA

    Licenses

    SIE

    Education

    MBA Finance University of Minnesota, Twin Cities (2003); B.S. Economics University of Minnesota, Twin Cities (1998)

    Clients served

    Business OwnersRetireesVeterans & Active Duty MilitaryCorporate ExecutivesHigh Net Worth IndividualsNew InvestorsDivorceesSurviving SpousesInheritorsEntrepreneursTech EmployeesReal Estate AgentsBuilding Industry Professionals