J. BRIAN PRESTON, CPA, CFP®, PFS

 

Much of Brian’s analytical skill comes from his education and the designations he has earned as an accountant and wealth manager.  Those designations include a Certified Public Accountant (CPA), a Certified Financial Planner™ (CFP), and a Personal Financial Specialist (PFS).  This rare combination of designations allows Brian to handle a broad range of client issues and circumstances.

 

Brian’s career began with a large regional CPA firm in Marietta where he helped develop and implement a financial services division. This led to his next career step with one of the largest fee-only financial planning and investment advisory firms in the Southeast. During his time at this firm Brian co-managed over $67 million and provided comprehensive planning to CEOs of major corporations, professional athletes and clients with net investable assets over $1,000,000.

 

In 2002 Brian founded Preston Financial and in 2003 the firm was recognized as a leader in the fee-only marketplace, making the Atlanta Business Chronicle’s Book of Lists.

 

With a growing practice and a client centered communication style, it is not surprising that Brian has been recognized repeatedly in the financial press.  In 2005, he was featured on the cover of Henry Magazine as one of the up and coming business leaders in Henry County. Brian also writes financial columns for the Daily Herald and Henry Magazine, and his advice has been featured in Newsweek, Kiplinger’s Personal Finance Magazine, and Medical Economics.  Brian also is the host for the financial podcast Money-Guy.com. The podcast has been featured in Bank Technology News, The Journal for Financial Planning, Registered Rep Magazine, and has maintained a spot on iTunes™ top 25 list of Business Podcasts.

 

Brian’s memberships include the American Institute of CPAs (AICPA) Personal Financial Planning Division, the Georgia Society of CPAs, and the National Association of Personal Financial Advisors (NAPFA).

 

As the son of an educator Brian understands the power of education, and he has always excelled at teaching and helping others. His commitment to education has led him to serve the citizens of District II as an elected member of the Henry County Board of Education; one of the largest and fastest growing school systems in the state of Georgia.

 

Outside of the office Brian enjoys time with his wife, daughter, and their pug Winston.  Brian and his family also enjoy going to University of Georgia football games, traveling, and the occasional round of golf.