Profil
Brian Stern is the founder of Farpointe Wealth Partners LLC.
He held the title of President & Wealth Management Advisor at the company.
Postes actifs de Brian Stern
| Sociétés | Poste | Début |
|---|---|---|
Farpointe Wealth Partners LLC
 Farpointe Wealth Partners LLC Investment ManagersFinance Part of Cetera Financial Group, Inc., Farpointe Wealth Partners LLC is a culture-first firm that partners with advisors to provide superior service and world-class practice management, technology, and resources to drive increased growth in a collaborative advisor community. The company is based in Southlake, TX. The firm values alignment and deep personal relationships galvanized by a shared culture, and has built its business on the Cetera platform because of the cultural fit, technology, and in-depth support and capabilities it provides its advisor communities. Farpointe was founded by Brian Stern and Scott Rawlins, with Scott Rawlins serving as CEO since incorporation. | Fondateur | - |
Expériences
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Farpointe Wealth Partners LLC
Farpointe Wealth Partners LLC Investment ManagersFinance Part of Cetera Financial Group, Inc., Farpointe Wealth Partners LLC is a culture-first firm that partners with advisors to provide superior service and world-class practice management, technology, and resources to drive increased growth in a collaborative advisor community. The company is based in Southlake, TX. The firm values alignment and deep personal relationships galvanized by a shared culture, and has built its business on the Cetera platform because of the cultural fit, technology, and in-depth support and capabilities it provides its advisor communities. Farpointe was founded by Brian Stern and Scott Rawlins, with Scott Rawlins serving as CEO since incorporation. | Finance |
