A little insight into Bert Browen.
I believe everyone has a story. Whether yours is mostly happy, sad, fearful, or somewhere in between, our stories make us who we are today, and shape who we will become.
When I was 20 years old, my father unexpectedly passed away, and my mother was left to make all of the financial decisions. She was unprepared for that responsibility, so I took it upon myself to help. Learning about money management taught me the value of a dollar. But, seeing my mother struggle to understand her current situation, and simultaneously plan for her financial future, inevitably prepared me for my own.
In an effort to preserve my mother’s financial choices, my career path became clear. I wanted to help her, and others, manage their hard-earned funds in an effort to help prepare them for not only retirement, but for life’s unforeseen curveballs. For more than 30 years, I have dedicated my professional career to helping others thrive – not just survive – in their golden years.
Gaining the personal insight to the significance of planning ahead has enabled me to offer my clients a personal approach to their unique circumstances. I know many people are hesitant to discuss their nest egg. After the loss of a loved one, it's understandable for a client to feel anxious about his or her individual future. Some clients are too busy or are not interested in the day-to-day aspects of planning. Some clients are older and think it might be too late. Whatever your story might be, I am committed to taking the complicated world of finance and presenting it in a way everyone can understand. This has empowered my clients to confidently refer me to their coworkers, family, and friends.
If you, or someone you know, would like to know more about retirement planning, give me a call or email. I would love to hear your story.
FORBES Best-In-State Wealth Advisor, Idaho, 2019The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. . Out of 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.
QUALIFICATIONS: holds series 7, 24 and 63 securities licenses; life and health insurance licensed with variable endorsements.
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