Brian Tarro joined Horvath Planning & Wealth Management in December 2016.
As a Wealth Advisor at Horvath Planning & Wealth Management, Brian plays a key role in developing and executing customized investment strategies that align with the unique financial goals and risk profiles of our clients. With a focus on private investments and comprehensive financial planning, Brian combines deep market knowledge with a client-centric approach to deliver tailored solutions that drive long-term wealth preservation and growth.
Leveraging thorough research on economic trends, asset allocation, and private investment opportunities, Brian identifies strategies that optimize portfolio performance while mitigating risk. By collaborating closely with Craig and our independent portfolio research consulting group, Brian ensures that each client’s investment plan integrates seamlessly with their broader financial planning objectives.
With a commitment to excellence and an ability to navigate complex financial landscapes, Brian is dedicated to building lasting relationships and delivering personalized strategies that help clients achieve financial confidence and success.
Brian has been in the financial service industry since 2007 and joined LPL Financial in 2014. He holds a Bachelor of Science degree in Finance from the University of Illinois at Chicago. Brian is a Registered Representative with LPL Financial.
Brian holds the series 7 registration through LPL Financial and the series 66 through Integrated Partners.