Brian Oettinger, CFP®, CIMA®
Sandy Spring Wealth Management
LPL Financial Advisor
“It is my mission to provide my clients and their families with financial strategies that will simplify their lives and strive toward the financial security and freedom they need to truly enjoy life.”
Areas of Focus
- Total Wealth Management
- Generating Retirement Income
- Coordinating Comprehensive Estate Plans
- Investment Selection and Asset Management
- Member of The Izaak Walton League of America
- Past President Olney Rotary Club
- Past Board Member of the Laurel Regional Hospital Foundation Board
Background, Education & Credentials
- Executive Certificate in Financial Planning from Georgetown University
- CIMA® is a registered certification mark and Certified Investment Management ConsultantTM is a service mark of the Investment Management Consultants Association, Inc. and denotes the highest quality of standard and education for financial professionals.
- Series 7 General Securities Registration*
- Series 63 State Law Registration*
- Series 65 Uniform Investment Advisor Registration Maryland Life & Health Insurance Licenses*
- Bachelor of Science in Business Administration with a Finance Concentration from Frostburg State University, Frostburg, MD
*Registrations through LPL Financial
Not FDIC Insured | No Bank Guarantee | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit
Securities and advisory services are offered through, and Financial Advisors and Consultants are registered with, LPL Financial, a registered investment advisor, member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed afﬁliates. Sandy Spring Wealth Management and Sandy Spring Bank are not registered broker/dealers and not afﬁliated with LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and /or transact securities business with residents of the following states: AR, AZ , CA, CO, CT, DC, DE, FL, GA, IA, IN, LA, MA, MD, ME, MI, MN, MO, MT,NC, NJ, NM, NY, OH, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV.