Bryan  Strickland,  CFP<sup>&reg;</sup> - Financial Advisor

Bryan Strickland, CFP®

Financial Advisor

Wilkinson Wealth Management

889 Rio East Court, Suite A
Charlottesville, VA 22901
FINANCIAL ADVISOR'S WEBSITE
(434) 202-2521 CONNECT WITH Bryan
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General

Bryan Strickland is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wilkinson Wealth Management in Charlottesville, VA and the surrounding communities.

Financial Advisor Overview

Bryan graduated from the University of Virginia and, after working as a Project Manager in a variety of capacities, decided to follow his passion to serve others on a personal level as a financial planner. After beginning as a financial advisor in Princeton, NJ, he and his wife, Nicole, moved back home to Virginia where they currently reside in Ruckersville with their 3 children Tyler, Izzy, and Brendan. Bryan has been a coach for local soccer and basketball teams and is also currently volunteering on the Greene County Youth Center board for local youth baseball and softball. Outside of work and his volunteer activities, Bryan also enjoys singing tenor with the Virginia Consort and, more recently, in the church choir. Bryan is a fan of playing almost any sport, inside or outside, but particularly loves soccer and participating in triathlon and obstacle racing.

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Financial Advisor Experience

Bryan joined Wilkinson Wealth Management in 2016 and is a CERTIFIED FINANCIAL PLANNER™ and has been working in the financial planning industry since 2005. He believes in financial planning as a foundation to pursuing goals and he recognizes that sorting through the over-abundance of news and information present today requires experience and guidance, as does applying that relevant information to one’s personal financial situation. He is excited to work with families and small business owners and enjoys helping clients make the transition to retirement.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: VA, CA, FL, GA, HI, IN, MD, MI, NC, OH, SC, TX, WA
  • Fixed annuities: VA, CA, FL, GA, HI, IN, MD, MI, NC, OH, SC, TX, WA
  • Variable annuities: VA, CA, FL, GA, HI, IN, MD, MI, NC, OH, SC, TX, WA

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities offered through LPL Financial, Member FINRA/ SIPC. Advisory services offered through Private Advisor Group, a registered investment advisor. Wilkinson Wealth Management and Private Advisor Group are separate entities from LPL Financial.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Corporate Finance, Estate Planning, Investment Management, Employee Benefits, Irregular Income, Getting Married, Mutual Funds, Job Loss, Minority Financing, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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