Brian Plowman, CFP®
Senior Associate Wealth Planner
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Brian Plowman is a Senior Associate Wealth Planner and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services. Prior to joining the firm, Brian spent nine years working in the financial services industry including four years as an Investment Advisor Representative. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification. He earned his B.A. in Finance from Washington State University in Pullman, WA and relocated from Seattle to Arizona in 2019 with his wife, son and three cats. In his free time, Brian enjoys spending sunny afternoons watching baseball and taking every opportunity to explore his new community.