Basic Information
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Company
D.A. Davidson (“This profile is for informational purposes only and its contents should not be construed as a recommendation nor a substitute for specific individualized advice. This information does not constitute a solicitation/offer by D.A. Davidson or its affiliates to buy/sell securities or provide any investment advice/service. The views expressed herein are my own and not of D.A. Davidson. Investors should carefully consider the investment objectives, risks, charges and expenses associated with any investment and contact their Financial Professional with questions. Neither D.A. Davidson nor its representatives provide tax, accounting or legal advice and should instead seek guidance from a qualified accountant and attorney. Securities and Investment Advisory Services offered through D.A. Davidson & Co., a Broker/ Dealer and SEC Registered Investment Advisor, Member FINRA/SIPC. For a copy of Form CRS and the Regulation Best Interest Disclosures, please visit https://dadavidson.com/disclosures. For a list of states in which registered representatives are registered to do business, please visit https://brokercheck.finra.org/. No information on this profile should be construed as a testimonial nor endorsement.”) -
Phone
541-608-4381 -
Mobile phone
541-816-9384 -
Email
bcisson@dadco.com -
Describe How You Would Like To Be Introduced Via Email
I would like to introduce you to Brent Cisson. Brent is a Financial Advisor with D.A. Davidson in Medford. He is also a Certified Financial Planner® professional, which is one of the most respected designations in the financial industry. In his role, Brent walks alongside of individuals, families, and small businesses to develop a financial plan that incorporates investing, tax considerations, proper estate planning, and proper insurance planning, where applicable. -
What is your "why"? Why do you do what you do?
Each person leaves a legacy, whether they desire to or not. Hopefully, it is a legacy of faith, character, love, and many more. For me, I get the opportunity to come alongside the journey of individuals and families leaving a well-thought financial legacy and a well-thought legacy of the story of their life. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1.) Would you be interested in having a conversation with a financial planning professional to discuss where you are headed on your financial journey?
2.) Are you aware of best practices to pass along your assets to those you love?
3.) Have you ever considered how to best pass on the story you have lived to multiple generations after you? -
Unique Selling Proposition
I help people think through the story they will tell to the generations after them. This includes their financial and estate plan, however that stuff doesn't last most often. So, in addition to helping them prepare well financially and estate-wise, I equip them to tell their life story and faith story in a way that can last beyond their life. -
About me
I am a native of northeast Georgia, where my formal education started with a Business Finance degree from the University of North Georgia. Soon after, I began a 15-year career in vocational ministry, serving on staff with two different churches along the way. After that career, I made the decision to return full time to my initial career objective in finance, as I enjoy walking alongside of individuals and families to provide trusted financial guidance at life’s key moments. Additionally, I am a Certified Financial Planner® professional, which is a highly respected designation in the financial industry and one where I have received training and education to serve individuals, families, and businesses thoroughly in their financial plans. -
Profession
Financial Planning -
Title
Financial Advisor -
Hobbies and interest
I enjoy steelhead fishing on the Rogue River. Additionally, I do quite a number of home projects on our 1945 home. Finally, I do enjoy hiking, playing Madden with my youngest son, and spending time with my wife of 18 years and our three teenage boys. I am also an avid fan of the Georgia Bulldogs! -
Website
www.dadavidson.com
Contact Information
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City / Town
Medford -
State
OR -
Zip
97504 -
Country
United States -
Special offers to the group
For most, we wonder if we are doing enough on our financial journey. I will provide you with a high-level financial plan with a goal of addressing that concern. -
LinkedIn Profile
https://www.linkedin.com/in/brent-cisson-cfp%C2%AE-3806122a8
Education
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College / University
University of North Georgia -
Graduation Year
2003