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Editor-in-Chief, Financial Planning

Brian Wallheimer

Verified

Editor-in-Chief, Financial Planning

Rockford

Beats

Primary beats

United KingdomHealth

Secondary beats

Home Gym EquipmentFYouth IssuesHealthLocalOver 50Content DesignWealth ManagementFeaturesNYCTrue CrimeBFitness

Biography

Final Covers

All

Doesn’t Cover

business changes, book reviews, celebrities

Journalist Type

Editor-in-Chief

Seniority Positions

Chief

Industries

Medium Formats

-

Content

Total articles 265

  • Available on paid plans

    Ask an Advisor: Should you offer friends and family discounts?

    By Brian Wallheimer Verified

    Apr. 16, 2025

  • Available on paid plans

    Tariff turmoil: How advisors can stay on top of huge market swings

    By Brian Wallheimer Verified

    Apr. 09, 2025

  • Available on paid plans

    Ask an Advisor: Should you offer friends and family discounts?

    By Brian Wallheimer Verified

    Apr. 16, 2025

As seen in

Medical Xpress,Mint,Tribune-Star,Nanowerk Llc,Rockford Register Star,Tech Xplore,Journal & Courier,American Vegetable Grower,Chicago Booth Review,phys.org,Financial Planning

Company Info

Financial Planning

Financial Planning is the leading resource for news, analysis, insights and data for financial advisors across the independent, wirehouse and bank channels. We deliver the essential information, strategies and tools planners need to build and grow thriving practices, position their firms against competitive threats, meet regulatory requirements and best serve their clients.

Rockford, , United States

+1 212-803-8200

Founded: 1969