CoverProfile

Brian Grogan

Founding Partner

Crescent Wealth Partners

United States, Florida, Sarasota

About Me

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.”

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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