Mission
Our mission at Wayt Financial is to help our hard-working and hard-saving clients to make their golden years just that – truly golden. We are always mindful that the client’s success determines our success. Recommendations are made by Bryan G. Wayt, an independent financial advisor since 1995.
Education & Training
Bryan has studied topics pertaining to economics, investing, and personal finance since his early years at the University of Texas at Austin. Graduating magna cum laude with special honors from the Plan II Honors Program, he earned his BA with a concentration in business and economics. Along the way, he completed research papers on topics such as the Social Security system and a voluntary senior thesis on the yen/dollar exchange rate.
Upon entering the financial services industry, Bryan immediately enrolled in education and training courses to acquire the highest level of professional advisory skills. This led to his being awarded with the designations Registered Health Underwriter (RHU®), Chartered Financial Consultant (ChFC®), and CERTIFIED FINANCIAL PLANNER® (CFP®).
“Real-World” Experience
In addition to book knowledge, Bryan has accumulated significant “real-world” experience while serving his clients in many areas of personal finance. Over the past two decades, he has completed over 1,200 client income tax returns, 200 mortgage loans, and established over 300 investment and insurance accounts.
Though he stopped handling mortgage loans and tax returns in 2010, Bryan continues to draw upon those experiences when working with clients today. Current areas of focus are retirement planning, investments, and insurance. Bryan also created and trademarked The 401(k) Doctor® check-up, an innovative service for retirement planning. To view more detail regarding Bryan’s work experience, you may visit his profile page on LinkedIn. To verify his clean regulatory record, you may view his profile on FINRA’s BrokerCheck.
RIA & Broker/Dealer Entity
Bryan is an Investment Advisor Representative of Cambridge Investment Research Advisors, Inc. With 3,251 rep-advisors, 791 CFP® professionals, and $95 billion* in assets under management as of March 31, 2018, Cambridge is one of the largest independent broker/dealers in the country. Bryan selected Cambridge due to their culture of innovation and their “four core values” of Integrity, Commitment, Flexibility, and Kindness.
*AUM reflects commission, fee-based, and independent RIA assets
Personal
Bryan lives and works in Austin, Texas and spends most of his free time on what is most important to him – his family. His favorite hobbies are chess, guitar, and tennis. He surprised himself (and his teammates) in 2017 by attaining the 4.0 level in USTA tennis.