Bryan M. Bielawski, CFA
His wealth management advisory work with clients includes financial planning, investment portfolio structuring and management, strategic analysis and support in cash flow management, tax planning and preparation, retirement planning, trust and estate planning, planned giving and risk management/insurance planning.
Bryan is a Chartered Financial Analyst (CFA) Charterholder and is currently pursuing his CPA designation and a Master’s degree in Accounting and Financial Management through DeVry University’s Keller Graduate School of Management.
He holds a B.S.E. in Industrial and Operational Engineering from the University of Michigan College of Engineering.