Brian A. Remson, CFP® CPWA® in

Brian A. Remson, CFP® CPWA®

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Advanced Planning Advisor | Credent Private Wealth at Credent Wealth Management
📍 Waco, Texas, United States

Brian A. Remson is a Partner on the Private Wealth Team at Credent Wealth Management. He is a Certified Private Wealth Advisor® and CERTIFIED FINANCIAL PLANNER™, specializing in serving clients with complex needs, from multi-generational wealth transfers to strategic philanthropy. He holds a business degree from Baylor University.

Outside of his professional work, Brian is an engaged thinker on the philosophy of finance, believing money is a key to funding contentment and a meaningful life. He values intentional and realistic planning to help clients achieve financial freedom for the experiences that matter most to them.

He is dedicated to elevating professional standards and has proactively sought best practices for vetting and promoting financial planning competency.

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Experience
12 Years
Current Role
Advanced Planning Advisor | Credent Private Wealth
Location
Waco, Texas, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Brian cares about

Complex Wealth Strategy
Earned the CPWA® designation to better serve clients with complex needs, including multi-generational wealth transfers.
Strategic Philanthropy
He listed this as a valuable insight gained from his advanced certification program, indicating a focus on charitable planning for clients.
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Career

Work history

7-2024
Advanced Planning Advisor | Credent Private Wealth
Credent Wealth Management
1-2022
Advanced Planning Advisor | Advanced Planning Team
Credent Wealth Management
2-2019 - 1-2022
Wealth Partner
Credent Wealth Management
6-2018 - 2-2019
Financial Advisor and CFP®
9012 Perspective Financial Group
7-2013 - 6-2018
Financial Advisor and CFP®
Ferguson-Davis Wealth Management Group
In the press

Media appearances

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Education
2007 - 2011
Bachelor of Business Administration (B.B.A.)
Baylor University - Hankamer School of Business
2012 - 2012
CERTIFIED FINANCIAL PLANNER™ Graduate Certificate
Rice University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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