Brian Bishop, CFP®, CPA/PFS
President & Wealth Advisor
As the Founder and President of Bishop Financial Advisors, Brian understands that he is in the trust and relationship business. His primary focus is making sure that the organization is achieving its mission of providing our clients with greater financial future by guiding them so they can focus on their passions and their dreams.
He strongly believes that creating and implementing comprehensive wealth management strategies to his clients is the way he can help them connect wealth to purpose. He focuses on building and maintaining relationships with his clients where he can guide them through the many changes they will experience throughout their lives. Brian has been in the industry since 1999. Brian delivers strategies that will help his clients manage both their short and long-term goals. Brian serves as an educator to his clients, providing them with the tools and knowledge they need to make prudent decisions.
Brian has experienced many facets of the financial industry as an auditor with a CPA firm, accountant with Banc One Corporation, Inventory Analyst with Bath & Body Works, and finally as a Wealth Advisor and the Founder of Bishop Financial Advisors.
Brian has earned his CERTIFIED FINANCIAL PLANNER™ certification and his Certified Public Accountant/ Personal Financial Specialist designations. His hard work has placed him in a small category of financial professionals that have achieved this level of competency and knowledge. Brian is continually expanding his knowledge on complex financial, tax, and insurance strategies through the many hours of continuing education that are required each year.
Brian has presented multiple educational seminars on financial issues to hundreds of attendees and continues to educate individuals on an annual basis. His firm strives to maintain exceptional standards of honesty, integrity, and ethical behavior, placing the clients’ interests above his own.
Outside of the office, Brian enjoys spending time with his wife, Gina, his two daughters, Lila and Edie, his two Sheepadoodles and his cat. He also spends much of his time giving back to the community through his involvement with various volunteer organizations, including Habitat for Humanity and the United Way. His hobbies include traveling, skiing, running, reading, boating, snorkeling, and (someday) golfing.