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Brian Appel,
CFP®, ChFC®
Director, Senior Wealth Advisor, Market Lead
Red Bank, NJ
Brian Appel,
CFP®, ChFC®
Director, Senior Wealth Advisor, Market Lead
Red Bank, NJ
Brian has coached some of the top financial advisors and teams in the country on leadership, practice management and team development.
He has a passion for helping people accomplish their goals by leveraging his deep, wide-ranging wealth management experience.
Over two decades in a variety of wealth management roles that ranged from a Wholesaler covering the entire Pacific Northwest to Senior Regional Sales Director in New York City and New Jersey. He was a President’s Circle advisor managing substantial books of business for both Fidelity and Schwab.
Outside of work, you can usually find Brian and his wife enjoying time with their 3 very active kids in one of the “S” activities…” Surf & Sand (beach time!), Swimming (warm water preferred), Scuba (see prior), Sailing (any boat, any water), Skiing (finally got everyone on Blacks!), Sports (playing & watching), Shooting (targets), Serving (Pickleball), Slicing (Golf)… you get the idea!
B.S. in Management Science, concentration in Economics and Finance, Kean University.
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