Brian Oettinger
Vintage Financial Partners
Rockville, Maryland
Contact
How to contact
BOettinger@VintageFP.com or 240-283-7879
Professional Profile
Call Me When
a business owner is starting to think seriously about life after the business—financially, emotionally, and personally.
Professions
Insurance
Wealth Manager
Functional Expertise
Cash management
Employee benefits
Employee engagement/ retention
Entrepreneurship
ESOPs
Estate planning
Family business
Fiduciary
Finance
Financial Modelling
Investments
Private equity
Private placements
Retirement
Risk management
Trusts
Exit/Transition Planning
Business Focus
Helping Business Owners & Affluent Families | Specializing in Estate Planning, Exit Strategies and Succession Planning
Professional Certification
CFP, CIMA, CEPA
Transition Planning Certification or Methodology
CEPA
Client Industries
Business Services
Computer/Electronics
Financial Services
Health/Pharma/Biotech
Manufacturing
Non-profit
Real Estate/Construction
Software/Internet
Telecommunications
Transportation/Storage
Wholesale/Distribution
Advisor Resource Relationships
EOS
EPI
Chapter information
Membership
DC Metro Individual
Member since
Member for 9 months
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