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John 'Brian' C. Beane IV, CFP®

John 'Brian' C. Beane IV, CFP®


Brian Beane is a Financial Planner with over a decade of experience working with young professionals, entrepreneurs, affluent families and retirees. Brian's main focus is on holistic financial planning, helping clients navigate their financial life-cycle from wealth accumulation through estate planning.

Brian believes that financial well being is the foundation of a long and happy life. Although wealth can never buy happiness, financial hardship can cause great emotional distress. A well formulated financial plan, along with a disciplined strategy and informed decision-making may tip the scales toward a happier and healthier financial future.

Brian is a CERTIFIED FINANCIAL PLANNER™ (CFP®), General Securities Representative (Series 7), General Securities Principal (Series 24) and Uniform Combined State Law licensee (Series 66).

Brian is a University of Florida alum, where in 2007 he was conferred a Bachelor of Science in Economics.

Brian lives in East Cobb with his wife and two children. Brian enjoys hiking and biking with his family, as well as powerlifting, crossfit, hunting and fishing.