Brian Heapps, CFP®, CLU®, ChFC®
2908 Poston Ave., Ste. 1
Nashville, TN 37203
You can go to Brian when you have any questions, escalation to fix a problem or you simply have an idea to make something better. He loves to talk about you and strategy, so feel free to reach out for literally anything or nothing.
Brian is a nationally recognized financial services leader, combining broad experience in building and innovating the delivery of financial services. He embraces a collaborative and inclusive leadership style, and natural entrepreneurship to advocate for and coach seasoned advisors to successfully grow and sell their businesses.
Brian is the founder of GenxFinancial, LLC, and he also oversees its two subsidiaries: the federally trademarked MyRemoteFA®, which offers salaried Certified Financial Planners the ability to serve clients remotely; and SellMyFinancialPractice, which helps and educates advisors nearing retirement on their exit options and matches them with quality successors who will seamlessly continue their legacy and maintain trust with their clients.
Brian serves on Osaic’s National Advisory Board and is a member of the Financial Services Institute (FSI) and the firm’s headquarters are located in Nashville, TN.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth
CA Insurance License #0D23669