Delta Community Retirement & Investment Services
Brian G. Blackwell, AIF®, CFP®
Specialties: Holistic Financial Planning, including Wealth Management, Income Planning, Social Security Planning, Insurance Planning, Estate Planning Conversations, Investment Management, Income and Investment Tax Issues and Charitable Giving
Brian Blackwell's passion for financial planning stems from his lifelong love of numbers and his desire to help people. He has over a decade of experience guiding individuals and families through the complexities of wealth accumulation and management. Brian believes in purpose-driven financial decisions, and strives to simplify the financial lives and goals of those who come to him for professional advice, giving them the ability to concentrate on what they find matters most.
Brian focuses on the intersection of financial decisions and life priorities. He understands that money is often an emotional topic, which is why he leads clients through a comprehensive discovery process aimed at uncovering their unique personal values that drive their financial decisions. As a wealth advisor, Brian designs financial planning solutions that help his clients make informed financial decisions when navigating important life events, such as sending a child to college, deciding when to retire or the complexities of caring for an aging parent.
Brian and his family are avid University of Georgia sports fans, outdoor enthusiasts and regularly enjoy the culture and arts that Atlanta offers.
Connect with Brian on LinkedIn®
- Master of Business Administration, Georgia State University
- Bachelor of Science in Finance, University of Georgia
Certifications | Licenses:
- FINRA® SIE, Series 7, 66, 24 with LPL Financial
- Accredited Investment Fiduciary® marks
- CERTIFIED FINANCIAL PLANNER™ professional*
- Atlanta (Virginia Avenue)
*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Delta Community Retirement & Investment Services offers access to investment strategy, retirement advice and a range of financial services, combined with access to financial planning resources through our relationship with LPL Financial.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Delta Community Credit Union and Delta Community Retirement & Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Delta Community Retirement & Investment Services, and may also be employees of Delta Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Delta Community Credit Union or Delta Community Retirement & Investment Services. The Delta Community Retirement & Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site are licensed in all 50 states. Securities and insurance offered through LPL or its affiliates are: