Investment Manager | Owner | Capital Management@ ADB Capital Management
Eugene, Oregon, United States
Art Brunson, CFP®
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Stephen F. Austin State University
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FlashIntel GPTArt Brunson, CFP(r) is a highly experienced CERTIFIED FINANCIAL PLANNER Professional with over 30 years of financial services experience. He specializes in Fee-Only Investment Management and Financial Planning, focusing on risk management, financial goal planning, retirement planning, and advising defined contribution sponsors and participants. With a strong background in financial services, Art has held various leadership positions at ADB Capital Management, Charles Schwab, and Fidelity Investments. He is skilled in retirement planning, wealth management, investment advisory, and strategic financial planning. Art is currently based in Eugene, Oregon.
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About
CERTIFIED FINANCIAL PLANNER™ Professional with more than 30 years financial services experience. Specialties: Fee-Only Investment Management and Financial Planning: - Discretionary Investment Management, risk managed and customized to client - Financial Goal Planning - Retirement Planning - Advising Defined Contribution Sponsors & Participants
Work Experience
Investment Manager | Owner | Capital Management
President
Art Brunson, CFP®'s Professional Milestones
- President (2005-01-01~): Driving strategic initiatives and optimizing operations to achieve organizational objectives.
- Vice President | Branch Manager (1997-11-01~2005-10-01): Transforming the branch into a profitable and robust market leader platform.
Education
Bachelors,
Bachelor Of Business Administration
1981-1985Skill
Retirement Planning
Wealth Management
Investment Advisory
Strategic Financial Planning
Asset Management
Retirement Plan Consulting
Financial Planning
Qualified Retirement Plans
Certification
Colleagues
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Art Brunson, CFP®'s social media include: Linkedin,
Art Brunson, CFP® works for ADB Capital Management
Art Brunson, CFP®'s role in ADB Capital Management is Investment Manager | Owner | Capital Management
Art Brunson, CFP®'s colleagues are ramjay lyndon,Ioannis Filopoulos
Art Brunson, CFP®'s latest job experience is Investment Manager | Owner | Capital Management at ADB Capital Management
Art Brunson, CFP®'s latest education in Stephen F. Austin State University
