Bryan Stretton, CFP®

Assistant Vice President

 

As a financial advisor at Wealthspire, Bryan works with a wide variety of people from young professionals to retirees. Bryan uses his experience and expertise in analyzing and creating highly customized plans for clients, and he enjoys working closely with them to understand their goals and objectives to provide tailored solutions with ongoing monitoring and support.   

Many of Bryan’s clients are business professionals nearing retirement or who have recently retired, and he enjoys helping people navigate life’s transitions which require lots of reflection, planning and more importantly – mapping out what the next stage of life will look like.  It requires a different mindset around spending and saving and his goal is to help them understand the big picture of their finances and feel confident that their future is secure. 

In addition to his work as an advisor, Bryan is dedicated to education and to supporting the future leaders of the financial services profession. He currently helps drive Wealthspire’s internship program for the Reston office and serves as a mentor.  

Residing in Arlington, VA, he is a lifelong Philadelphia sports fan and loves spending time with his dog, Bailey.

“I focus on helping people establish financial confidence as they start to plan for retirement all the way through that next chapter. Life has a way of throwing you curve balls, and my goal is to help you prepare today so that you have peace of mind for the future.”

Previous Experience

  • Financial Advisor at McAdam, LLC

Education & Credentials

  • BBA, James Madison University, Finance
  • Certified Financial Planner
  • Series 65 license
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.

Bryan Stretton
Phone:
301.339.6087

Contact Bryan Stretton, CFP®