Brian Upshaw, CFP®'s Linkedin Analytics

With a Bachelor's degree in Economy and Industry from the University of Arizona and a CERTIFIED FINANCIAL PLANNER® certification, I have been helping clients achieve their financial goals and secure their future since 2014. As a Wealth Management Advisor at Merrill, I provide in-depth financial analysis and goals-based wealth management, addressing the questions and issues that matter most to my clients. I have helped them increase their savings, reduce their debt, plan for retirement, and optimize their investments. I also leverage my experience in financial analysis to identify opportunities and risks in the market and advise clients accordingly. I am passionate about the financial world and the impact it has on people's lives. I enjoy working with diverse and motivated clients, and building long-term relationships based on trust and transparency. I am always looking for new ways to learn and grow, and to deliver value to my clients and my organization. Brian Upshaw 520-747-6156 [email protected] *Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.