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Our financial advice team


Brian Haehl

Brian Haehl

CFP®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Limestone Wealth Advisors
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Divorce Financial Planning
  • Charitable Giving
  • Intergenerational Planning
  • Retirement Income Strategies
  • Investment Management
  • Business Retirement Plans
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution

Interests

  • Traveling - 2020 goals - Hiking in the Rockies, Learning how Disney does it & a cruise in the Caribbean
  • Athletics - Two Half-Marathons, Cycling, & trying to unravel the joys of Fly-Fishing
  • Determining what "Empty Nest" really means
  • Enjoying spending time with my Bride, Family & Friends

Community participation

I have a strong desire to help children & widows. I work with Masonic Homes of Kentucky and Kosair Charities in a variety of ways to help them create a safe and loving environment for those that need it.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • CDFA®; Certified Divorce Financial Analyst®

Education

  • Master's Degree in Organizational Management, Bluffton University
  • Bachelor's Degree in Telecommunications, Indiana University Bloomington