Brian’s primary focus is on Investment Portfolio Management and Fee Based Financial Planning. As an Investment Advisor Representative, Brian holds FINRA Series 7, 66, and various State Insurance Licenses.
Brian D. Thelen graduated December 1997 Magna Cum Laude from Florida State University with a Bachelor of Science in Finance and a Bachelor of Science in Multinational Business Operations, including a minor in Russian Language Studies. He completed his Master’s of Science in Financial Analysis in August 2009 from the College for Financial Planning located in Denver, Colorado.
On June 1, 2003; Brian earned the Certified Financial Planner designation. Use of the CFP designation is governed by the CFP Board and holders have voluntarily submitted to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements.
In December 2009, Brian earned the right to use the Chartered Financial Analyst designation. The CFA charter is a globally recognized credential for investment analysis and management. Recipients of the CFA charter have successfully completed a graduate-level, self-study curriculum and series of three intensive examinations taken sequentially over at least two years.
Born and raised in Miami, Brian attended Miami Palmetto High School and is an Eagle Scout. He currently resides in Cutler Bay with his wife Rebecca and their two children.