Brian founded McCaffrey Wealth Management based on his mission to help clients navigate an ever-evolving & often volatile economic environment, help them build wealth & implement strategies that achieve financial security & prosperity.
Overview
Since 2013, Brian has focused on simplifying the complex financial challenges that his clients face through straightforward conversations & advice. He takes the time to understand what is important to the individual client & makes them aware of potential complications, as well as possible strategies to meet their objectives. With clients, Brian discusses and lays out the concepts of asset location, risk management, optimizing portfolio structure, market return & tax planning to build the ideal financial plan using the most efficient products & optimal investment portfolios. He provides direction, asset management, periodic review, & the high quality of service that helps his clients attain their goals & financial prosperity.
Specialization
Brian has a specialization in working with the families of current & former Texas public school educators. He aims to help these clients & their families understand & be prepared for the unique & often misunderstood challenges they face while working toward their goals & as they enter their retirement years. Client goals often include planning & saving for retirement, their children’s college/higher education expenses, achieving financial independence, protecting assets, insuring against the unknown or the loss of a loved one, ensuring a long & dignified retirement accounting for inflation, as well as generating additional retirement income. Brian helps these clients understand appropriate strategies, tax advantages, & risk management.
Background & Education
Brian is a native to Texas & strongly believes that by investing in his education he can serve clients by sharing his insight & technical knowledge to provide understandable sound advice & planning.
He graduated from Texas A&M University in 2013 with a Bachelor’s of Science in Economics & a Minor in Business Management. After graduation, he joined a large financial services company where he worked for 7 years learning about & putting to use industry leading investment & wealth management strategies & techniques to help meet client goals. In this time he also earned the 2014 Fast Start Award, & was recognized as a retirement benefits specialist.
In the Fall of 2020, Brian seized the opportunity to better serve his clients by going independent & created McCaffrey Wealth Management with the mission to help clients work toward financial security & prosperity. Going independent removes many company specific limitations on his practice & provides greater access to tools, software & investment options to better meet client goals.
With the intention to further expand his knowledge & his practice's capabilities, Brian completed the Rice University CERTIFIED FINANCIAL PLANNER™ Graduate Certificate Education Program in May of 2023 & passed the CFP® Board Exam that summer to obtain his CFP® designation, one of the most highly respected professional designations in the industry.