Brian Skinner, CFP®, CRPC®
Tax Sensitive Financial Planning for Individuals and Couples age 50+
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Serving Clients Nationwide
Tax Sensitive Financial Planning for Individuals and Couples age 50+
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
About Brian Skinner, CFP®, CRPC®
Hi, I'm Brian Skinner. I joined Waddell & Reed in 2009, and LPL in 2021 because of the two companies merging. A University of Connecticut graduate, I sustain and expand my industry knowledge through a daily commitment towards continuing education and have earned the CFP® mark and CRPC* designation.We focus that concentration on being a specialist in tax-sensitive retirement and income distribution planning for individuals and families age 50+. We help clients develop a comprehensive plan for all their financial goals and concerns and assist in implementing the actions needed to pursue those goals. Some of the areas we cover include investment management, risk planning, and tax-efficient accumulation and distribution, among many others.
Our primary goal for our clients is to efficiently combine these pieces into one complete plan for the family, as they make the transition from saving for retirement, into spending IN retirement.
I was raised in Orange, CT but currently live in Milford, CT since 2012. I enjoy engaging in community events, as well as being actively involved in the Milford Rotary Club. He is known in the community for his positions as Corporator of Milford Bank and former Corporator of Milford Hospital.
I enjoy reading, golfing, and spending time with my wife Kristine, and the newest addition, Graham Skinner. We love to travel and look forward to getting back to that as Graham gets older. For now, he loves being toted around in the baby backpack on the beautiful hiking trails of northwestern CT and stopping as often as possible for a quick snack.
* CRPC conferred by College for Financial Planning.
**Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
www.finra.org - www.sipc.org
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Retirement Planning Counselor (CRPC)
Primary Location
472 Wheelers Farms Road, Suite 305, Milford, CT 06461
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free 30-minute call. We have a healthy respect for time. We won’t take up any more of yours than is required. This initial consult will allow each of us to see if your needs match up with the specialized work in retirement planning that we do. At the very least, we should be able to point you in the right direction, and help you have a better feel for where you stand in your progress towards your retirement objectives. I look forward to speaking with you.Offers Investment Management
Yes
About Skinner Wealth Strategies
As your team, our job is to empower you to make educated decisions about your finances. Brian P. Skinner, CFP®, CRPC® does this by answering the questions you have about retirement planning, in a way that you can understand.WHO WE SERVE
✔️ Retired - or Getting Close!
The niche we serve, is people over 50, currently retired, or getting close to it. Working with this group allows us to specialize our service and experience around their ever-changing needs.
✔️ Looking for Help
Our clients are either in or approaching this next life chapter of retirement. They understand and value the importance of having experienced professionals involved in their process to plan for it.
✔️ Consistent Savers
Most of our clients wouldn’t think of themselves as “wealthy”, but are consistent savers, and after a few decades of being mindful about saving and long term planning, have accumulated a nest egg of at least 500k, excluding real estate.
Education
University of Connecticut, Bachelor's degree, History & Political Science
Hobbies and Interests
- Family
- Golf
- Reading
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Gen X
- Intergenerational Families
- Living in Retirement
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Retirement Expert
Highly Recommend Brian Skinner!
True Professional
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