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Bryan Beamer

Bryan Beamer is Founder and CIO at iPlan where he advises High net worth families and business owners on strategic planning concerns, including their personal assets, trusts, estates, foundations, and endowments. Additionally, Bryan collaborates closely with clients’ tax and legal advisors on a wide range of matters including estate planning, and philanthropy. 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. He has also earned the Accredited Portfolio Management Advisor certification (APMA®) and the Chartered Federal Employee Benefits Consultant designation (ChFEBCSM). Bryan is very active in the development of his community and the philanthropic arena. He sits on the board for American Cancer Society’s National Planned Giving Advisory Council and is a member of the Financial Planning Association.