Brian M. Rees,
CFP®, ChFC®, CPFA®, MBA® Financial Advisor, RJFSBrian dedicates his time to providing comprehensive financial planning for business owners, families, and individuals, specializing in wealth management, risk management, college savings, and retirement planning. With a personal approach to financial guidance, Brian helps clients gain confidence through customized planning and asset management. He is deeply passionate about helping clients strive to achieve their financial goals today but also building a solid financial foundation for the future they’ve always dreamed of. Brian values treating his clients like family, taking the time to understand their needs and priorities. His favorite part of working with Raymond James is the opportunity to collaborate on "big picture" financial strategies, supporting his clients' progress and achievements today and beyond.
A Cleveland native, Brian lives in North Olmsted with his two children. When he’s not helping clients, he enjoys watching his kids play sports, spending time on Lake Erie, and staying active through personal fitness. Brian holds a finance degree from Cleveland State University and an MBA from Baldwin Wallace University.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
