Brian Preston, CPA, CFP®, PFS

Broadcast Personality and Blogger/Podcaster

Brian seeks to help individuals and families navigate through the complex world of their personal finances. Brian believes that financial independence and peace of mind can be reached by all with the right discipline, determination, and good advice.

Fee-only Certified Financial Planner, Wealth Manager, Entrepreneur

Brian has over ten years of experience providing financial and investment advice to CEOs of major corporations, professional athletes, and high net worth individuals and families. Brian founded his first company (Preston Financial, Inc.) in 2002, and in 2003 the firm was recognized as a leader in the fee-only marketplace, making the Atlanta Business Chronicle’s Book of Lists. In 2004, Brian joined forces with Bill Cleveland and formed Preston & Cleveland Wealth Management, LLC.

Brian is a south Atlanta native who is actively involved in improving his community by serving the citizens of District 2 as an elected member of the Henry County Board of Education. Brian also serves on the Advisory Board for the University of Georgia Financial Planning Program.

Brian is married and has a daughter and a pug named Winston. Brian and his family live in Locust Grove, Georgia.

Education

• The University of Georgia (BBA, Accounting)
• The College for Financial Planning
• Coverdell Leadership Institute
• Georgia Society of CPAs Leadership Academy

Professional Memberships

• AICPA Personal Financial Planning Division
• Georgia Society of CPAs
• National Association of Personal Financial Advisors (NAPFA)

Brian is available for online and in-person speaking engagements and may be booked by contacting his office. Advertising and sponsorship opportunities are also available (website, radio show, or podcast).