Sign In
Get Clay Free →

Suggestions

    Cepa© Brian O. Butler

    Are you looking to exit a business, or corporate America, to start your next chapter? It is time to design a plan to grow and protect your generational wealth!

    Brian O. Butler is a seasoned professional with a strong background in financial planning and wealth management.

    Drawing inspiration from his early exposure to the stock market, Brian's journey has seen him evolve from a college intern to the President of his own firm, Wealth Standard Financial.

    With over 20 years of experience, Brian prioritizes client interests and aims to provide direction through life's transitions.

    His client-centric approach begins with a comprehensive financial plan, customized to individual needs rather than a focus on products.

    As a Chartered Retirement Planning Counselor® and a Certified Plan Fiduciary Advisor®, Brian leverages his expertise to design investment strategies tailored to each client's goals.

    Brian's competitive spirit, honed during his college athlete days, fuels his dedication to helping clients achieve their vision for their families and businesses.

    Actively involved in various organizations and a patron member of cultural institutions, Brian is committed to giving back to the community and staying connected to his roots.

    Through his firm, Brian serves clients nationwide, offering both in-person and virtual financial guidance.

    Brian's educational background includes a Bachelor of Business Administration from the University of Houston-Downtown, along with certifications in retirement planning, executive financial planning, and life coaching.

    His professional journey encompasses roles at reputable institutions such as J.P. Morgan and Merrill Lynch, contributing to his well-rounded expertise in the financial services industry.

    Cepa© Brian O. Butler
    Get intro to Cepa©
    Add to my network

    Location

    Houston, Texas, United States