Brian B. Bunn

Brian is a finance professional whose career spans a rich breadth of industries and functions, including leadership in the public, private, and non-profit sectors. His diverse experience in all the areas offered by the firm makes him uniquely qualified to deliver integrated financial services. In addition to being a consummate number cruncher, he is a leader whose financial insight has made well-known organizations more efficient and profitable. His mission is to do the same for you.

Brian is a Certified Public Accountant (CPA) licensed by the State of North Carolina. Brian has unlimited representation rights before the IRS to represent clients on any matters including audits, payment/collections issues, and appeals.

Brian is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Chartered Financial Analyst® designation. One of the highest achievements in the investment profession, the CFA® designation is globally recognized and attests to a charter holder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis. Brian is an Investment Adviser Representative of Brian B. Bunn CPA, PLLC, an independent Registered Investment Adviser.

His formal education includes a bachelor’s degree from the University of Miami and an MBA from the Fuqua School of Business at Duke University. Brian is a proud veteran of the U.S. Army.