ATLANTA, GA – September 12, 2018 – SignatureFD, a leading financial design and advisory firm that helps clients make a bigger impact with their wealth, today announced the addition of Brian Frey, CFP ® to the company’s SignatureENTREPRENEUR community. SignatureENTREPRENEUR focuses on offering wealth management solutions that uniquely address the financial needs of business owners, including business liquidity and tax mitigation.
Frey has more than a decade of experience in working with high-net-worth families. Before joining SignatureFD, Frey worked for JOYN, where he was a member of the Strategy Liquidity team and focused on entrepreneurs. Frey will leverage his expertise in working with business owners to provide SignatureENTREPRENEUR clients with financial solutions that help them make an impact with their wealth at every stage of building a business.
“We’re thrilled to have Brian join the SignatureFD team,” said Jeff Peller, Co-Founder and CEO at SignatureFD. “He’s a seasoned leader who is well-versed in the specific needs of entrepreneurs, and he has a passion for helping his clients design financial futures that allow them to make the biggest impact with their wealth.”
“SignatureFD’s Financial Design for Life™ is a comprehensive approach to wealth management that is uniquely suited to help entrepreneurs make sound financial decisions for their businesses, including having enough capital for growth and proper estate planning,” said Brian Frey, CFPÒ and financial advisor at SignatureFD. “I’m excited to help SignatureENTREPRENEUR clients design financial futures that maximize their business growth.”
Frey is a CFP® and holds a BBA in finance from Georgia Southern University and an MBA in finance from Georgia State University. Frey is a member of The VirtualBoard, The Financial Planning Association® and the CFP® Board. Brian has been named in Atlanta magazine’s “Five Star Best in Client Satisfaction Wealth Managers.”
View Brian’s full bio here.