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Associate Vice President, Investments

Direct: 574.273.5488

BRIAN.BALINT@RAYMONDJAMES.COM

 

Brian J. Balint is a financial advisor with Raymond James & Associates, Inc., in Mishawaka where he assists investors in their quest for financial independence and multi-generational wealth. He has a passion for improving his clients’ investment efficiency with suitable strategies that are designed to help them accumulate, grow and preserve their assets.

Brian received his MBA from Indiana University and also holds a bachelor’s degree in business from IU with majors in administration and marketing. He joined Raymond James & Associates, Inc., in 2007 after serving clients for nearly eight years at the former AG Edwards office in Mishawaka. His investment credentials include the CERTIFIED FINANCIAL PLANNER designation from the Certified Financial Planner Board of Standards, Inc., and the Certificate in Financial Planning from Kaplan University.

Born and raised in South Bend, Brian is a U.S. Army veteran having served with the 25th Infantry Division in Hawaii and as a radio news anchor with the American Forces Network, Europe. Brian is a 14-gallon blood donor and served as co-chair of the Pet Refuge Benefit Auction for two years with his wife, Pam. They reside in Mishawaka with their three dogs - Rocket, Daphne and Sammy. Their children, Bradley and Audrey, are recent graduates of the Indiana University School of Medicine in Indianapolis and the Case Western University School of Law in Cleveland, respectively.

Whether your objective is to develop a comprehensive financial plan, gain assistance with major life-stage decisions (such as college funding or the management of retirement plan distributions) or just explore ideas to potentially earn higher returns, you can depend on Brian for objective advice that focuses on your unique goals. Call Brian today and put his client-focused work ethic and in-depth understanding of investments and economics to work for you!


 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

WHY WORK WITH A CFP®

In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a CERTIFIED FINANCIAL PLANNER™ professional one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.

How does working with a CFP® certified advisor benefit you? CERTIFIED FINANCIAL PLANNER™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.