Brian Hartstein is the Director of Corporate Development with Bayntree Wealth Advisors and brings more than twenty years of experience to the firm. His areas of focus include tax, business, and retirement planning as well as all types of specialized and general insurance procurement and planning.
His approach consists of educating clients, as well as working with their accounting and legal advisors, to create efficiency in their overall planning thereby enriching their personal lives and the lives of their families.
Brian has been practicing in Scottsdale, Arizona since 1995 where he has counseled and educated thousands of affluent individuals and families, CPAs, tax specialists, attorneys, and financial service professionals. He earned his undergraduate degree from Lafayette College and his Master of Science in Financial Services from The American College of Financial Services®.
Brian is a frequent speaker and educator across the country as well as being an avid writer. He has been published and quoted in publications including Accounting Today, Journal of Financial Planning, Journal of Financial Service Professionals, Arizona Republic, and more.
From 2002 to 2003, he served as president of the Financial Planning Association of Greater Phoenix, held a board of director position for over a decade, and is still an active member of the organization. Brian also serves on the advisory board of the Phoenix Tax Workshop, and is a member of the Society of Financial Service Professionals.