L. Brian Housel
L. Brian Housel

Brian has a unique and disciplined approach. As your financial advisor Ill be an ally who puts your interest first, when things go right €“ and not so right. When it comes to whats truly important in your life you deserve advice you can trust from an advisor who knows and understands you.  Thats why I ask questions you may not have been asked before, explore areas other advisors or asset managers may have overlooked. All to help your effort pay off today and tomorrow. With the right financial advisor life can be brilliant.  Brian was voted Best Financial Advisor by the Tampa Bay Business Journal in 2017*.

Brian has been married to his beautiful wife Kristen for 19 years. They have 2 children, a teenage daughter Carolina and her younger brother Aristotle and to complete the family three adorable dogs named Coco and Stella who are brother and sister Maltese and Milo a Goldendoodle.

On the weekends Brian enjoy fishing and golfing with friends, going to the theatre and live music concerts with his wife. During the week you can find Brian coaching youth sports.

Brian is very involved in the community. His favorite charities are Metropolitan Ministries, Paint Your Heart Out, Tampa Bay and Feeding America.

 

Brians areas of focus:

*Retirement income strategies

*Estate Planning

*Intergenerational Planning

 

Education:

Brian graduate of Jesuit

B.S., 1998, Economics

Florida State University, Tallahassee, Florida