Get to know us.

Brian Turner, CFP®

Describe your perfect day?

Three of my favorite activities are service, working outdoors and spending time with my family. My perfect day would be doing a summertime family service project, then eating watermelon to cool down followed by a family fun activity that stretched into the evening preferably outdoors.

What do you most like about your job?

Giving people hope and helping them to enrich their lives beyond expectation.

Surprise us, something we don't know about you?

I haven’t found a food yet that I don’t like.

How long have you worked in Financial Services?

24+ years

About

Brian has spent nearly 25 years trying to make the world a better place in the lives of his clients. He previously used his financial planning expertise to help a firm develop its financial planning tools and philosophy. Brian has helped people from almost every walk of life from a planning perspective working for firms like Vanguard, Northwestern Mutual and Morgan Stanley. Brian lives in Southern Utah. He likes spending time with his wife and six children. He enjoys growing things and striving to beautify his yard even though he admits that it is a work in progress.

Education

Bachelor's degree in Financial Services from Westminster University, Salt Lake City, Utah

Expertise

Cash Flow, Retirement Savings Strategies, Debt Management, College Funding and Tax Planning

Experience

Before joining Domain Money, Brian worked as a financial planner for a fintech startup company providing holistic financial planning services for around 450 clients. Brian started his career with Northwestern Mutual and has worked for prominent companies such as Vanguard, Empower and Morgan Stanley.