Brian Ramsey CFP®

Brian Ramsey CFP®: Email & Phone Number

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Chief Compliance Officer/Financial Advisor at Family Wealth Planning|Louisville, Kentucky, United States

Position:

Chief Compliance Officer/Financial Advisor at Family Wealth Planning

Location:

Louisville, Kentucky, United States

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Last updated: 2026-06-07
Updated: 2026-06-07

Found email addresses for Brian Ramsey CFP®:

Business emails:
b***n@fwppartners.com
Personal emails:
c*************3@gmail.com,
b**********y@yahoo.com

Found phone for Brian Ramsey CFP®:

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Work Experience 33 years

Chief Compliance Officer/Financial Advisor at Family Wealth Planning

Dec 2022 - Current

Founder at Family Wealth Planning

Nov 2017 - Current

Co-Host/Podcaster at The Money Puzzle

May 2022 - Current

Senior Wealth Advisor at LPL Financial

May 2013 - Nov 2017

Wealth Management Advisor at Fifth Third Bank

Oct 2005 - May 2013

Sale Representative at Cellular One

Jan 1993 - Jul 2003

Brian Ramsey CFP® started working in 1993, then the employee has changed 4 companies and 5 jobs. On average, Brian Ramsey CFP® works for one company for 6 years 6 months.

Their professional focus is Alternative Investments, Charitible Giving, and Disability Insurance across 3 core areas.

Brian holds Chartered Financial Consultant and CERTIFIED FINANCIAL PLANNER™ certifications.

Education

BS at Murray State University

MBA at Eastern Kentucky University

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