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Southlake

Bryan Clintsman

CFP®

Senior Wealth Advisor

1900 W Kirkwood Blvd, Suite 2500C
Southlake, TX 76092

Bryan Clintsman

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Bryan Clintsman

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Bryan

Bryan discovered his passion early in his career: educating people to help them make better financial decisions. He finds his role most rewarding when clients say they had no idea the financial planning process could be so interesting and helpful – and that they wished they had started their journey years ago. His clients often comment they love his analogies and visualizations during the financial planning process, a process that is comprehensive and focused not just on investments, but also other critical areas such as tax, insurance, estate, and education planning. His goal is to simplify and humanize life events such as changing jobs, having a baby, or retiring.

A Kansas native, Bryan lives with his family (including poodle, Oggie, and sheepadoodle, Charlie) in Bartonville, Texas and loves to travel, especially to the Colorado mountains. He tries to live out his faith daily by being a servant to his personal and work families.

Education and Professional Milestones

  • University of North Texas - Bachelor’s Degree in Accounting and Master’s Degree in Taxation
  • Founded Clintsman Financial Planning in 2002
  • Has also worked for over 14 years at two international consulting firms, providing financial planning advice to high-net-worth individuals and business owners
  • Past chairman of the Dallas-Fort Worth chapter of the Financial Planning Association

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