Brian earned his Bachelor of Arts from Wittenberg University, Certified Retirement Planning Counselor (CRPC) designation and holds series 65 and Insurance licensures. Brian is a financial advisor with over 20 years of experience and enjoys educating and guiding his clients to make good decisions and avoid mistakes. “I have a passion for helping people. I can’t imagine a more rewarding career than helping people make the most important financial decisions of their lives.”


Brian Grogan
Founding Partner
Crescent Wealth Partners
United States, Florida, Sarasota
About Me
Profile Information
Founding Partner
Crescent Wealth Partners
Investment Team, Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Sarasota
Florida
United States
Feb 18, 2025
Work Experience
Crescent Franchise Solutions
Founding Partner Jan 2015
Crescent Wealth Partners
Founding Partner Jan 2015 - Present
Email: bgrogan@cwpadvisorygroup.com
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