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Mariel Braun

Mariel Braun

Senior Advisor, Wealth, CFP® · +1 (832) 510 0557
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Mariel Braun is a senior wealth advisor with Baker Tilly Wealth Management, LLC. Mariel, as a certified financial planner, actively helps families, executives and business owners build, manage, protect and transition their wealth through integrated financial planning. She has experience in holistic planning and strives to integrate all aspects of financial planning to build a cohesive plan that addresses client’s priorities.

  • Providing financial guidance to clients experiencing or preparing for major life events
  • Coordinated tax and wealth planning
  • In-depth pre- and post-retirement planning analysis
  • Educating the next generation on financial planning matters through financial education sessions and family discussions
  • Financial Planning Association

Location

Texas

Education

Bachelor of Science, agricultural economics
Texas A&M University (College Station, Texas)

 

Certificate in Financial Planning

Texas A&M University (College Station, Texas)

Expertise

Disclosure

View disclosure information about Baker Tilly Wealth Management and its investment advisor representatives on the SEC Investment Advisor Disclosure website.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 

Baker Tilly Wealth Management, LLC (BTWM) is a registered investment adviser. BTWM is a wholly owned subsidiary of Baker Tilly US, LLP (Baker Tilly) an accounting, tax and advisory firm. Baker Tilly is an independently owned and managed member of Baker Tilly International. © 2021 Baker Tilly Wealth Management, LLC