Brian Bogart, CFP®
Portfolio Management Directorbbogart@bogartwealth.com
Brian seeks to preserve and maximize wealth for his clients. His dedication to intergenerational wealth strategies makes him a unique asset, and has resulted in his practice taking on second and even third generations as his client’s families grow.
In addition to advanced degrees and accreditations, a passion for ongoing education and over thirty years of experience, Brian prides himself on the extremely high degree of personalized service he has always delivered to each client. He has handpicked every member of his team and instilled a culture of service at Bogart Wealth with the goal of ensuring that extraordinary service remains a hallmark of the Bogart Wealth experience.
A popular speaker, Brian has appeared as a guest on CBS Morning News — Mind Over Money, as the host of The Prudent Investor on WPGC business radio and presents a popular series of seminars for top executives at Fortune 500 companies around the country.
Brian’s education is ongoing. Highlights include his 1977 Bachelor of Science in accounting from the University of Virginia McIntyre School of Commerce/Accounting, his 1981 MBA in financial management from National University and the ongoing education programs of the Financial Planning Association.
Brian enjoys riding his Harley, playing golf, traveling, reading, and spending time with his wife Donna, four kids, and two grandkids, and working with his son James in Northern Virginia, Texas and around the country.