Brian Bachelier CFP®, CMT®, a wealth management advisor and co-founder focused on helping executives and long-time employees navigate concentrated stock positions, stock options, RSUs, deferred compensation, retirement planning, retirement income strategies, and tax-aware investment strategies. Helping women through the divorce process has also become a specialty.
Areas of Specialization: Options-based income strategies, concentrated stock positions, Executive compensation planning, RSUs, ISOs, ESPPs, NQSOs, Deferred compensation planning, retirement income planning, difficult divorce situations.
Free Financial Consultation: happy to spend some time and get to know your situation free of charge...
https://calendly.com/brian-hcwadvisor/free-financial-consultation-1-hour
Employment History: Financial Services since 1997 at Chicago Board of Trade, Scottrade, Vol Cap Hedge Fund, and then as an Independent Financial Advisor.
Education: I have an undergraduate degree from the University of Missouri, a Master’s Degree in Finance from Webster University, and an Executive Leadership Certificate from Washington University.
Credentials: CERTIFIED FINANCIAL PLANNER™(CFP®), Chartered Market Technician (CMT®), Series 66, Life and Health Insurance Licenses
Hobbies & Interests: I spend my free time with my lovely wife of 20 years, three great (95% of the time) kids, and 3 dogs. We enjoy going to sporting events, exploring St. Louis, and hanging out with friends. My hobbies include skiing, golf, and hockey.
STL frequently asked questions; I went to Parkway North, worked at Imo's and TGI Friday's, attended Game 6, and my favorite players growing up were Keith Hernandez, OJ Anderson, Pat Tilley, and Brett Hull.
