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Brian Schlosser

Financial Advisor ▪️ Advocate ▪️ Fiduciary ▪️ Servant Leader

Brian Schlosser is a seasoned financial advisor with over 25 years of experience in the industry. His background includes working as a certified public accountant at Deloitte, representing life insurance companies, and establishing financial advisory firms.

Brian believes in Servant Leadership, where he serves as a competent leader and advocate for his clients' crucial financial needs. This ethos is evident in his approach at Schlosser Financial Planning.

Brian holds a Bachelor of Science in Business Administration with a focus on Accounting from the University of Cincinnati and has also studied Engineering at the University of Dayton.

Throughout his career, Brian has held key roles such as President and CEO at Magis Wealth Leadership (formerly Schlosser Financial Planning), Financial Advisor at Union Central/Carillon Investments, and Certified Public Accountant at Deloitte & Touche Llp CPA.

Brian Schlosser
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Location

Cincinnati, Ohio, United States