Brion Walters

ChFC i

Chartered Financial Consultant :

Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.

CLU i

Certified Life Underwriter :

Applies in-depth, specialized knowledge of life insurance to help you with goal-based planning, business continuity, employee benefits, and/or estate planning.

Professional Profile

Office Location 7850 Five Mile Rd.
C/O Anderson Chamber
Cincinnati, OH 45230

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My Expertise Financial Planning, Life Insurance & Risk Management Designations Held

ChFC i

Chartered Financial Consultant :

Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.

CLU i

Certified Life Underwriter :

Applies in-depth, specialized knowledge of life insurance to help you with goal-based planning, business continuity, employee benefits, and/or estate planning.

Minimum Assets $250,000 - $499,999 Minimum Income $100K - $149,999 Languages Spoken (self-reported) English

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