Brian Boswell, CFP®
Login to view DISC.Brian is a CERTIFIED FINANCIAL PLANNER™ with Savvy Wealth and The Retirement Studio, specializing in guiding business owners, tech professionals, and healthcare practitioners. With over 20 years of experience, he focuses on holistic wealth management, including equity compensation, tax optimization, and retirement planning. He holds a B. S. from Southwestern University.
Outside of work, Brian is an avid outdoorsman who enjoys skiing with his wife, a physician. He is a self-proclaimed die-hard fan of Texas BBQ and is currently training for his first marathon. His personal interests reflect a strong sense of discipline and a love for adventure.
One of the most meaningful experiences of his life was climbing Mount Kilimanjaro in Tanzania, a journey that taught him about discipline and perseverance.
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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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