Indianapolis - E 96th St

Brian Short

CFP®

Wealth Advisor

600 E 96th St, Suite 130
Indianapolis, IN 46240

Brian Short

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Brian Short

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Brian

Brian has a passion for finding and creating customized solutions to help clients achieve their financial objectives.

He brings a diverse background in financial services to the team with experience in financial planning, investments, banking, and insurance.

Brian is married with three children—triplet sons. He is a native Hoosier and a local sports enthusiast, namely IndyCar, the Indiana Pacers, and the Indianapolis Colts. Along with teaching sports and life skills to his sons, Brian also enjoys playing golf, guitar, and drums.

Education and Professional Milestones

- Olivet Nazarene University - bachelor's degree in finance/economics