Choosing a Financial Planner: Key Criteria, Fees, and Next Steps 00:10:00
Bryan was the founder and principal of WellSpring Planning, LLC, a full service, fee-only financial planning firm, which was merged into St. John & Associates in early 2007. He completed the requirements to become a Certified Financial Planner (CFP) professional in 1994 and has more than 30 years of experience in the financial services industry as a financial planner and investment advisor.
