Brian Ramsey CFP®, ChFC, MBA in

Brian Ramsey CFP®, ChFC, MBA

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Chief Compliance Officer/Financial Advisor at Family Wealth Planning Partners LLC
📍 Louisville, Kentucky, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
20 Years
Current Role
Chief Compliance Officer/Financial Advisor
Job Level
Leadership
Location
Louisville, Kentucky, United States
Personality Overview

How Brian shows up

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

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

12-2022
Chief Compliance Officer/Financial Advisor
Family Wealth Planning Partners LLC
5-2022
Co-Host/Podcaster
The Money Puzzle
11-2017
Founder
Family Wealth Planning Partners LLC
5-2013 - 11-2017
Senior Wealth Advisor
LPL Financial
10-2005 - 5-2013
Wealth Management Advisor
Fifth Third Private Bank
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1989 - 1993
BS
Murray State University
1996 - 1998
MBA
Eastern Kentucky University
Social presence
in
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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