Brian Samec, CFP®

Brian is a Certified Financial Planner serving clients across the country.  He began his career in July 2000, at Northwestern Mutual.  In September 2023, he founded his independent financial planning practice – Jupiter Wealth Planning.

“At Jupiter, we are extremely passionate about educating our clients and giving them choices and autonomy on what path they feel is best for them.  I believe this directly translates to our incredible client retention rate, as we want our clients to know they matter and that their journey matters.”

Brian lives in Little Canada with his wife, Megan and daughter, Adelyn.  As a family they enjoy long bike ride adventures, exploring small town fairs, and reading a good board book!