Brian Ream

CliftonLarsonAllen Wealth Advisors, LLC


,

brian.ream@CLAconnect.com

(508) 441 3232

Brian is the Regional Lead Principal with CLA Wealth Advisors, LLC. While managing the Wealth Advisory practice for the Northeast, Brian focuses on building relationships centered on mutual trust, clear expectations and needs based solutions with his colleagues and his clients.

Brian has been working with high net worth clients and their families for over 30 years. His areas of expertise include Financial and Retirement Planning; Risk and Investments; Business Succession; Trusts; and Estate Planning. Brian’s clients enjoy frank and open discussions, translating their needs, desires and goals into actionable plans. Utilizing this plan as a foundation, a great deal of attention can then be placed on optimizing the client’s investment risk profile with return expectations established in the plan.

Education and professional involvement:  · B.S Pennsylvania State University, University Park, PA

· Certified Financial Planner®, Certified Financial Planner Board of Standards

Brian currently resides in New Jersey with his wife Bonnie. His two sons are studying at Penn State Univ. and Fordham Univ. He enjoys boating, fishing, and road cycling in his down time. Brian has contributed to articles published in AARP, The New York Times, USA Today, Accounting Today, US News and World Report and CBS Moneywatch.