Contact Detail

BRINTON MOTTO

Phone: 717 791 3300
Email: bmotto@financialguide.com

PROFESSIONAL SPECIALTIES
Comprehensive Financial Planning
Retirement Planning
Estate Planning
Investment Services
Life, Disability Income, and Long Term Care Insurance
Business Succession Planning
Executive Compensation Design
Retirement Plan & Benefit Evaluation and Design

QUALIFICATIONS
Financial Services Associate – Wienken & Associates, 2004
Registered Representative – MML Investors Services, LLC, 2004
BS in Economics – Pennsylvania State University, 1986
FINRA Series 7 Registration, (General Securities)
FINRA Series 65 Registration, (Uniform Investment Adviser Law Examination)
LUTFC, CIC
Core Couses: Investment, Retirement Planning, Financial Decisions at Retirement, Estate Planning, Insurance and Financial Planning, and Income Tax Planning
National Association of Insurance & Financial Advisors
Member Million Dollar Round Table (MDRT), 2002, 2004 & 2006

PERSONAL
D.O.B. – June 15, 1963
Married (Jeanne)
2 Children (Alex, Andrew)
Hobbies include golf and tennis