We offer tailored financial solutions designed to help you achieve your goals.
Our approach to Wealth Management is grounded in the philosophy that the better we are at matching investment products and strategies to our client’s financial goals and risk tolerance, the more successful our clients will be. And as the global economy shifts and life’s planned and unplanned events unfold, we are there to make sure our client’s plan remains on track. Regular reviews and accessibility are the cornerstones of our service model.
Brian Springberg, CFP, CEO
email@example.com| Phone: (928) 855-9421
Brian Springberg originally moved to Lake Havasu City in 1973 and is currently a Certified Financial Planner and Owner of Springberg Wealth Management. After graduating with a degree in Philosophy from the University of Arizona in 1991, Brian worked in the Washington D.C. area for several years before moving back to Lake Havasu in 1993 to pursue his career in financial planning. He has achieved the prestigious Million Dollar Round Table award twelve years in a row, including several years at top of the table, the top 2% of Life Insurance affiliated financial professionals worldwide. Brian has been a weekly guest for 15 years on Speak Out, a local talk radio program, and writes a regular column for Havasu Living Magazine.
Since returning to Lake Havasu Brian has served as President of the Lake Havasu City Jaycees, Chairman of the Partnership for Economic Development, Chairman of Lake Havasu City Convention and Visitors Bureau, Chairman of the Lake Havasu Mainstreet Association, Chamber of Commerce Ambassador, Division Chair for United Way, Chairman of a School District Override effort and President of the Lake Havasu City Rotary Club.
Brian is an avid music fan and enjoys reading, boating, camping and being active.
Brian has 4 grown children.
Investment Advisor Representative*, SagePoint Financial, Inc