Bryan Clintsman, CFP® in

Bryan Clintsman, CFP®

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Wealth Advisor at Focus Partners Wealth
📍 Dallas-Fort Worth Metroplex, United States

Bryan is a dedicated Wealth Advisor at Focus Partners Wealth, focused on providing comprehensive and unbiased financial advice. With a Master of Science from the University of North Texas, he has extensive experience, including roles at Ernst & Young and founding his own firm before guiding it through two successful mergers.

He is passionate about helping clients achieve their life goals, from planning for retirement to funding a childs education. A key interest for him is mentoring the next generation of financial planners, and he actively supports university programs like the one at Texas A&M to foster new talent in the industry.

Unique fact: He founded Clintsman Financial Planning and successfully merged it with Buckingham Strategic Wealth, which later became Focus Partners Wealth.

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Experience
37 Years
Current Role
Wealth Advisor
Location
Dallas-Fort Worth Metroplex, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Bryan cares about

Financial Planning
His stated passion is helping individuals create a plan for their financial goals through unbiased and comprehensive advice.
Business Mergers
He has direct, personal experience guiding his own firm through two separate and successful mergers with larger wealth management organizations.
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Career

Work history

6-2024
Wealth Advisor
Focus Partners Wealth
1-2023 - 6-2024
Wealth Advisor
Buckingham Strategic Wealth
4-2002 - 1-2023
Owner
Clintsman Financial Planning
4-2000 - 3-2002
Vice President
GuidedChoice
4-1995 - 3-2000
Senior Manager
Ernst & Young
In the press

Media appearances

Clintsman Financial Planning to Join Focus Partner Firm .... Featured in Focus Partners Wealth (Corporate News)
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Education
1983 - 1988
Master of Science (MS)
University of North Texas
1982 - 1983
Education details unavailable
The University of Kansas
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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