Bryan P. Linn, CPWA®, CIMA®
"Guiding others to clarity and confidence regarding their financial life makes for a fulfilling day. It is a special moment when I can help someone discover peace about their future, the joy of giving to others, or the freedom to live the life they have always dreamed of."
With CapTrust Since
2011
College / Degrees
Calvin College – B.S. Mechanical Engineering
Professional Certifications & Equipping
Certified Investment Management Analyst® Professional
Experience
CapTrust, Advisor, CFO, COO & Partner, 2011 -Present
Innotec Corporation, Engineer, Team Leader, Controller, 2002 – 2011
Hometown
Indianapolis, Indiana
Family
Married to my loving wife, Julie – the epic mom to our three daughters. We’re currently taking a break from pets after a great 15-year run with our beloved Golden Retriever, Indy.
Hobbies and Relaxation
In my free time, you can find me doing anything outside, from camping, golfing and biking to climbing the stairs of Mt. Pisgah. #PureMichigan
Travel
- Where I’ve Been:
- Nearly 40 states, Belize, Honduras, Nigeria, Costa Rica, and of course our neighbors Mexico and Canada.
- On the List:
- All 50 states, Europe, Fiji (I hear they have a glass floor over the water), what?! And, anywhere to explore the beautiful creation we have the privilege of living in.
Community Service
- Holland Rescue Mission – President of the Board of Directors, Finance Committee, Executive Committee, Program Committee
- Ridge Point Community Church – Belize Partnership Leader
What got you interested in this field?
I made my first investment while in college near the peak of the 1999 Dot Com Bubble – not my best investment, but can you blame me? I was an Engineering major. Luckily, I’ve learned a lot since then. I studied investments and personal finance in my free time, started coaching people through my church and eventually decided to make a career out of helping others live their best financial life.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA,” and “Certified Private Wealth Advisor.” Use of CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for certification.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for certification.
