Bryan Beamer

  • Bryan Beamer is Founder and CIO at iPlan where he advises individuals and business owners on strategic planning concerns, including their personal assets, trusts, estates, foundations, and endowments. Prior to iPlan, Bryan was a Partner at Gartenhaus Financial and served as Senior Advisor at Convergent Wealth Advisors where he advised Ultra-high net worth clients on a wide range of investment planning strategies including alternative investments and tactical wealth planning.
  • Bryan has been advising clients since 2004 and has been in the financial industry since 1998. His licenses include the Series 7, 63, and 65 and state required Life and Health insurance licenses, the Accredited Portfolio Management Advisor certification (APMA®) and the Chartered Federal Employee Benefits Consultant designation (ChFEBCsm).
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