Brian Trujillo, CFP®
University of Denver - Daniels College of Business
Tell me more about Brian Trujillo, CFP®?
Brian Trujillo, CFP(r) is a Certified Financial Planner professional with 23.1 years of experience in retirement planning, personal financial planning, investment advisory, wealth management, and investments. Based in the United States, he provides comprehensive wealth management services with the highest level of ethics and professionalism. Brian is a member of the Board of Standards Inc. and has a strong background in the financial services industry. He is the owner of the certification mark CFP, which is awarded to individuals who successfully complete initial and ongoing certification requirements.
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About
Certified Financial Planner™ professional with experience in retirement, estate, education and investment planning. Provides comprehensive wealth management services with the highest level of ethics and professionalism. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc. Member New York Stock Exchange/SIPC Certified Financial Planner Board of Standards Inc. Owns the certification mark CFP® which it awards to individuals who successfully complete initial and ongoing certification requirements.
...See MoreWork Experience
senior vice president - investments
Financial Services
Brian Trujillo, CFP®'s Professional Milestones
- Vice President - Wealth Management (2000-10-01~2012-04-01): Implemented strategic wealth management initiatives to maximize profitability and drive sustainable growth.
- senior vice president - investments (2012-04-01~): Driving strategic investment initiatives to optimize profitability and establish the company as an industry leader.
Education
Finance
1997-2001Skill
Retirement Planning
Personal Financial Planning
Investment Advisory
Wealth Management
Investments
Securities
Financial Advisory
Retirement
Finance
Asset Allocation
Series 7
Mutual Funds
Portfolio Management
Certification
Colleagues
Chris Frampton, CFP®
business owner at frampton financial services corp - an independent office of raymond james financial services
Everett Price
Owner
Brett Sanner
sanner financial services owner securities offered through raymond james financial services inc member finra sipc
David Weimer
Owner, Weimer Wealth Management | Financial Advisor, RJFS
Gary L. Zaugg, CFP® AEP® ChFC® CASL® RICP®
owner the zaugg financial group inc
Other Named Brian Trujillo, CFP®
Frequently asked questions
We found 3 Brian Trujillo, CFP®'s email addresses
We found 2 Brian Trujillo, CFP®'s phone numbers
Brian Trujillo, CFP®'s social media include: Linkedin,
Brian Trujillo, CFP® works for Raymond James
Brian Trujillo, CFP®'s role in Raymond James is senior vice president - investments
Brian Trujillo, CFP® works in the industry of Financial Services
Brian Trujillo, CFP®'s colleagues are Chris Frampton, CFP®,Everett Price,Brett Sanner
Brian Trujillo, CFP®'s latest job experience is senior vice president - investments at Raymond James
Brian Trujillo, CFP®'s latest education in University of Denver - Daniels College of Business