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Brian has an extensive background in the financial industry and has been serving clients since 1996. His experience spans over two decades from serving as COO or CFO of multiple organizations to founding his company, SterlingWyatt, P.A. He possesses wide knowledge of financial statements, tax returns, P&L statements, and the necessary skills to run businesses efficiently and effectively. From helping clients choose life insurance to guiding retirement plans, investments, and protecting assets, Brian always emphasizes the importance of aligning values with a plan of action. His depth of knowledge among the myriad life insurance products available allows him to provide his clients with unique options to protect their assets. He truly puts our clients’ interests first every day. Brian received his Bachelor’s from the University of Florida.
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Financial Management Strategies For Protection, Investments, & Taxes | Shey's Way EP. 15
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