Craig Brimhall's focus is personal finance, especially the areas of retirement savings and distributions. He is an expert on current tax law changes and effects to IRAs, 401(k)s and other employer-sponsored retirement plans.
He is a frequent speaker at company events, including advisor training seminars, client education events and leadership recognition programs.
Prior to assuming his current position Brimhall served as region vice president of investments for the Virginia, Washington D.C. and Baltimore areas. As Region Vice President, Brimhall provided support and training programs for advisors, sales consultants and clients on a variety of topics including financial planning, investment strategies, stock market outlook, asset allocation, retirement and estate planning.
Brimhall joined the company as a financial advisor in 1980 and has subsequently held increasingly senior positions. Brimhall has earned these professional certifications: CERTIFIED FINANCIAL PLANNERTM, Certified Fund Specialist and Chartered Retirement Planning CounselorSM. He has also earned his Series 7, 63 and 65 licenses.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM 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.
Financial planning services and investments offered through Ameriprise Financial Services, Inc., Member FINRA & SIPC.
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