Advisor profile


My approach

Brian Lake - My approach photo

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Brian Lake - My approach photo

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Family Finances
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC - Chartered Retirement Planning Councelor
  • Series 7, 9, 10, 23, 66 Security Licenses through Finra

Education

  • Bachelor of Business Administration, Kent State University, Kent, Ohio
  • Chartered Retirment Planning Counselor, College for Financial Planning, Denver,

Interests

  • I am a huge sports fan. In the summer you may see me at a Cleveland Indians game, and in the winter I will be pulling for the Cleveland Browns and Cleveland Cavaliers.
  • My family and I enjoy boating, fishing and the outdoors. We live on Myers Lake in Canton, Ohio and try to spend a lot of time on the lake in the summer.
  • When I get the chance, I also enjoy traveling. Some of my of the highlights for me have been an Alaskan cruise as well as a trip to Southern Spain and Africa.

Community participation

  • Canton Chamber of Commerce
  • March of Dimes

Professional associations

  • City of Canton Chamber of Commerce
  • Kent State University Alumni