Brian McCormick CFP® in

Brian McCormick CFP®

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Founder | McCormick Financial [ A Northwestern Mutual Firm] at McCormick Financial
📍 United States

Brian McCormick is a CERTIFIED FINANCIAL PLANNER® and the founder of McCormick Financial, a Northwestern Mutual firm. Drawing on his Finance degree from Portland State University, he specializes in helping busy executives achieve financial clarity. Clients describe him as knowledgeable, diligent, and a great partner in planning their future.

As a husband and father, Brians work is deeply influenced by his personal background. Watching his father, a masonry contractor, navigate financial turmoil instilled in him a profound respect for the construction industry and the challenges entrepreneurs face, shaping his dedicated work ethic and professional approach.

His career path was inspired by seeing his fathers resilience in the construction trade during the Great Recession.

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Experience
10 Years
Current Role
Founder | McCormick Financial [ A Northwestern Mutual Firm]
Job Level
Leadership
Location
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

Executive Finances
Focuses on the unique retirement and tax challenges executives face, noting they often "restructure" their lives and careers rather than stopping work completely.
Construction Industry
Has a personal passion for helping construction entrepreneurs, inspired by his father's work as a masonry contractor and the industry's specific financial hurdles.
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Career

Work history

10-2023
Founder | McCormick Financial [ A Northwestern Mutual Firm]
McCormick Financial
7-2017
Financial Advisor
Northwestern Mutual
11-2015 - 7-2017
College Financial Representative
Northwestern Mutual
In the press

Media appearances

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Education
Finance
Portland State University
Associate of Arts and Sciences - AAS
Florida International 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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