January 2025 Meeting

Wealth Management and Retirement Planning

Bryan Ballintine is the president and founder of Ballentine Capital Advisors. As a CERTIFIED FINANCIAL PLANNER^® and Chartered Retirement Planning Counselor™, Bryan’s passion lies in helping his clients navigate their financial lives and helping them ultimately achieve their greatest financial goals. With 25 years of experience, he guides his clients based on the principles of objectivity, independence, and client-centered financial planning, focusing extensively on retirement and investment issues such as retirement income planning, IRA rollovers, employer-qualified plans (401k, 403b, profit sharing, cash balance, etc.), investment management, and tax planning strategies.