Bryan P. Filson, CRPS®, CEPA
Financial planner. Certified Exit Planning Advisor. The translator between your attorney, your CPA, and your money.
Twenty years of being in the room.
Bryan Filson earned his degree in finance from Bentley University and has spent more than two decades in financial services — working alongside trust departments, private banking teams, Certified Financial Planners®, CPAs, estate planning attorneys, investment bankers, and private equity groups. That composite background is deliberate: personal and business finances don't live in separate worlds, and neither should the planning.
How we workThe instinct
Licensed to protect the relationship.
Most of the licenses came from the same instinct. When referrals kept ending badly for clients, Bryan got licensed himself — in securities, insurance, even mortgage lending for fifteen years — so he could understand each process from the inside and protect the relationship. He is not an attorney and not an accountant, and he never drafts the documents. He is the one who makes sure the people who do are working from the same plan, and that you understand the trade-offs before you sign.
A plan should be customized like a fingerprint — adjustable for life's changes and challenges — because being properly prepared for anything is what turns worry back into living. Your family shouldn't need a translator when it matters most.
Plans are customized like fingerprints — because you are unlike anyone else we serve.
Credentials & Licenses
- CEPACertified Exit Planning Advisor — Exit Planning Institute
- CRPS®Chartered Retirement Plans Specialist — College for Financial Planning
- Series 7 & 66FINRA general securities and uniform combined state licenses
- Florida 2-15Life, health, and variable annuity license, with Florida long-term-care certification
- BS, FinanceBentley University, Waltham, Massachusetts
Community
Bryan serves as a non-profit board member for The Heights Foundation, focused on education, and for Epilepsy Florida, helping structure philanthropic goals and empowering people with epilepsy to strive toward financial freedom. He previously served on the Economic Development Council for the Bonita Springs Chamber of Commerce and as a trustee for the Bonita Springs Fire Control and Rescue District pension fund.