Brian D. Behl, CFP<sup>&reg;</sup> - Financial Advisor

Brian D. Behl, CFP®

Founder and Financial Planner

Behl Wealth Management

524 Milwaukee St, Suite 325
Delafield, WI 53018
FINANCIAL ADVISOR'S WEBSITE
262-275-4025 CONNECT WITH Brian
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General

Brian Behl is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Behl Wealth Management in Delafield, WI and the surrounding communities.

Financial Advisor Overview

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Brian founded Behl Wealth Management to build a firm where clients truly come first. He became frustrated at other financial firms where most conversations were about how to make the firm more money instead of helping their clients make more money. Brian cares about your success and dedicates himself to continual learning. He tracks the ever-changing markets, tax regulations, and planning strategies so you don’t have to feel confused by the financial decisions you face.

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Financial Advisor Experience

Brian has over a decade of experience as a financial planner. He has obtained advanced designations including the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Planning Counselor (CRPC®) for enhanced expertise in those areas.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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