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Bryan Schod, CFP®, CDFA®

Bryan Schod, CFP®, CDFA®

Managing Associate

Education

West Virginia University, Bachelor of Science, Finance and Marketing

License & Designations

Bryan holds the FINRA Series 7 and 66 securities registrations and various state insurance licenses.
CA Insurance License ID#4049097
Certified Financial Planner (CFP®)
Certified Divorce Financial Analyst (CDFA®)

Bryan is the Managing Associate for West Virginia with Luttner Financial Group, a Lifetime Financial Growth Company (LFG). LFG is a regional privately-held wealth management firm with offices in 6 states and 9 major metropolitan cities in the mid-central United States. The firm ranks among the top financial services firms in the country, with over 230 Financial professionals, serving more than 67,000 clients1.

Bryan and his team have extensive experience educating and working with high net worth individuals, high wage earners, as well as small business owners. Areas of focus in personal financial planning include insurance and protection design, wealth management, retirement income optimization and efficient wealth transfer strategies. In the small business owner space, Bryan and his team specialize in designing and implementing qualified retirement plans/401(k), group benefits plans, and devising effective growth and transition planning for closely held and/or family-owned businesses. Through his experience in helping healthcare professionals, business owners, technology leaders, engineers and individual families across the country, he has found that his approach helps clients gain the insight and clarity that allows them to make well informed financial decisions.
 
Bryan enjoys spending time with family and rescue dog, golfing, and boating.

About LFG

LFG's mission is to provide excellence in service and innovative financial product design to help our clients reach their financial objectives in the creation, maximization, protection and enjoyment of wealth by advocating for them to make informed financial decisions which reflect their value system, love of family, and commitment to community.

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #4049097, AR Insurance license #19180742. 1Includes owners of in force life, disability income and long-term care insurance policies as well as all securities accounts.