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Bryan Craig Wisda, CFP
Company Summit Wealth Management, Inc.
Email bwisda(at)summitwealthmanagement.com
To use the email address above, replace "(at)" with "@".
Phone 310-246-5770
Fax 310-246-5777
Address 9465 Wilshire Boulevard Suite 450
Beverly Hills, CA 90212
IARD/CRD or SEC # 801-29339
CFP® # 114322
I am a fee-only financial advisor. Clients are billed a percentage of assets under management or an annual retainer.
 
My undergraduate degree is in Philosophy from the University of Arizona. I studied for the CERTIFIED FINANCIAL PLANNER designation through Boston University.
 
I am a member of the Financial Planning Association. I speak regularly on fiduciary issues and have been referenced by the Wall Street Journal, CNBC, MSN Money and Yahoo Finance on financial planning issues.
 
www.summitwealthmanagement.com
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