Mariel Braun is a director with Baker Tilly Financial, LLC. She is a member of the firm’s wealth management practice. 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)