Summary
Overview
Work History
Education
Skills
Timeline
Generic

Briar K. Golden, CFP(r)

Portsmouth,NH

Summary

Experienced, competent and versatile Certified Financial Planner(TM) with over 24 years in the financial industry. Analytical as well as amiable. Believes in a client centric and comprehensive approach when working with people and is proficient using financial planning and asset management tools to aid in presenting solutions.

Overview

24
24
years of professional experience

Work History

Private Client Relationship Manager

Citizens Bank
Hampton, NH
07.2023 - Current
  • Responsible for deepening and broadening the relationships of existing, high valued bank clients.
  • Proposed solutions in lending and investments as appropriate.
  • Managed 793 households and worked with banker colleagues to complete new account opening and daily maintenance.

Certified Financial Planner(TM)

Baystate Financial
Portsmouth, NH
05.2012 - 03.2022
  • Managed over $48 million of 403(b)/qualified assets and non-qualified investment accounts.
  • Transitioned most eligible retirees into lower cost, more efficient retirement portfolios.
  • When appropriate, successfully combined retail or older retirement assets into a more cohesive strategy.

Certified Financial Planner(TM)

UBS Financial Services
Portsmouth, NH
08.2008 - 11.2010
  • Collaborated with a financial team to customize complex strategies and solutions to meet our client's wealth management needs.
  • Cultivated trust with clients to offer peace-of-mind throughout the wealth management process.
  • Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals and risk tolerance.

Certified Financial Planner(TM)

Merrill Lynch
Portsmouth, NH
10.2006 - 08.2008
  • Counseled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability.
  • Expertly managed client portfolios to maximize returns and maintain risk tolerances.

Financial Advisor

Ameriprise Financial
Portsmouth, NH
10.2001 - 10.2006
  • Consulted with clients to determine income, expenses, financial objectives and risk tolerance in order to develop individualized financial plans.
  • Provided ethical, objective and holistic financial planning advice to clients.

Education

Certified Financial Planner(TM)

Series 7, Series 66, Series 24

Life, accident and health

Skills

  • Trustworthy
  • Ethical
  • Integrity
  • Compassionate
  • Detail Oriented
  • Financial analysis expertise
  • Advanced strategic planning
  • Adherence to Rules and Regulations

Timeline

Private Client Relationship Manager

Citizens Bank
07.2023 - Current

Certified Financial Planner(TM)

Baystate Financial
05.2012 - 03.2022

Certified Financial Planner(TM)

UBS Financial Services
08.2008 - 11.2010

Certified Financial Planner(TM)

Merrill Lynch
10.2006 - 08.2008

Financial Advisor

Ameriprise Financial
10.2001 - 10.2006

Certified Financial Planner(TM)

Series 7, Series 66, Series 24

Life, accident and health

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Briar K. Golden, CFP(r)