Brian P. Conroy
CFP®
Regional Director of Advisory / Member Owner
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Education &
Brian is a regional director of advisory in Savant’s St. Charles, IL office. He has a membership interest in Savant.
As a CERTIFIED FINANCIAL PLANNER® professional, Brian is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Brian has been involved in the financial services industry since 1993. Prior to joining Savant, he held management positions with several large regional banks. He trained advisors, registered investment representatives, and insurance agents. He was also the founding principal of a fee-only financial planning firm based in Schaumburg, IL.
Brian has taught financial planning courses for the Northwestern University Certified Financial Planner® Certification Education Program.
Brian earned a bachelor of arts degree in marketing from North Central University. He completed DePaul University’s certificate program in financial planning.
Education &
Designations
- North Central University
Bachelor of Arts in Marketing - CERTIFIED FINANCIAL PLANNER® professional
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.