For more than 20 years, Brian Nowfel has successfully helped clients plan and manage their financial futures. A graduate of Ball State University, he began his investment career with Prudential-Bache Securities. He went on to pursue opportunities with Prudential Insurance as an insurance and estate planning specialist working with Prudential-Bache financial advisors. Financial advisor opportunities included: Prudential-Bache Securities, Prudential Securities, Morgan Stanley Dean Witter, and Wedbush Morgan Securities before joining First Financial Equity Corporation.
Brian specializes in working with individuals and local businesses, helping them in areas such as Retirement Planning, Estate and Charitable Planning, College Funding, Insurance, Investments, Professional Money Management, Asset Allocation Strategies, and Executive Planning. His holistic approach utilizes experts and professionals to assist in serving his clients. Brian meets with his clients to review their current financial situation and discusses long and short-term objectives. Brian will then analyze the information, determine strategies best for their situation and tailor a plan specifically to help meet their financial needs and goals. Finally, after the plan is implemented, he will meet with them on a regular basis to uncover any changing needs they may have and to adjust their plan accordingly.
Brian and his wife Paula live in Littleton, Colorado. They are the parents of two daughters, Sarah and Michelle, who also work in the financial service industry.
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