Brian H. Waldner, CFA®, CFP®
Brian H. Waldner, CFA, CFP, joined the Kahler Financial team in October 2021, as a Certified Financial Planner and Chartered Financial Analyst. He brings over 20 years of experience in capital markets and institutional investment management to the firm. Brian earned a Bachelor of Arts degree in Social Thought and Political Economics (STPEC) and Japanese Language and Literature from the University of Massachusetts, Amherst.
Brian is deeply interested in the connection between economic improvement and financial independence. He believes that challenging the status quo and progress through innovation will lead to better social and economic outcomes for his community. Brian is an advisor to the Social Innovation Forum, and he is a founding member of the New England Impact Investing Initiative, where he serves as the Treasurer and Chair of the Board of Directors.
Brian resides outside of Boston in the town of Carlisle, Massachusetts. In addition to his community activities, Brian is an avid cyclist and loves sharing that experience with his young daughter.