With over 15 years experience in finance, Brian Drolet has acquired a meticulous approach to financial planning. Brian designs unique financial strategies tailored to your personal financial needs. Brian genuinely enjoys getting to know his clients on a personal level and considers his clients to be part of the family. At Prestige Wealth Management, we don't want to meet your financial needs, we want to exceed your financial needs.
Brian and his wife of 8 years live in Keller where he is the proud father of three beautiful girls. He enjoys spending time with his family, traveling the world, hiking, boating, reading, and loves his Texas sports teams.
Brian graduated from The University of North Texas and received a Bachelor's Degree in Business Finance in 2007. Brian has qualified for numerous Million Dollar Round Table1 conventions, including top of the table and court of the table, and multiple Chairman Council awards.
RICP - Retirement Income Certified Professional
The RICP educates professional financial advisors looking to help their clients create sustainable retirement income. The rigorous three course credential helps advisors master retirement income planning. From retirement portfolio management techniques and mitigation of plan risks to the proper use of annuities, employer-sponsored benefits and determining the best Social Security claiming age, the RICP provides a wealth of practical information for advisors.
CLTC – Certified For Long-Term Care
The CLTC Certification for Long-Term Care educates professionals in the fields of insurance, financial services, law and accounting about the severe consequences and need for care over an extended period of years would have, not on their client, but on the emotional, physical and financial wellbeing of those the client loves. The goal is to give the professionals the proper skill set to discuss those consequences, offer a plan to mitigate them, and when appropriate, recommend long-term care insurance as a funding source for that plan.
1 Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year, and is not based upon performance or returns experienced by any client, or opinions of the advisor's clients or former clients. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.