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Brian B

Series 66

Auburn, AL

SPC

Brian Belsterling is a financial advisor with SPC in Auburn, Alabama, holding a Series 66 designation and 14 years of industry experience. He has been with SPC and Parkland Securities since 2014. Outside of his advisory role, he operates Paragon Advisors Group, LLC and Paragon Choice, a property and casualty insurance business. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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