2 months ago
Fiduciary Responsibilities for Non-ERISA Retirement Plans
The Employee Retirement Income Security Act (ERISA) establishes fiduciary responsibilities...
- With CAPTRUST Since 2020
- 602.468.1232
-
3200 East Camelback Road #300
Phoenix, AZ 85018
John Brimhall, CPA, CFA®, CFP®
Consultant,
Relationship Manager
- The Shawshank Redemption
- Carl Sagan, Tom Silva, and a younger version of my dad
- ”The cosmos is within us. We are made of star-stuff. We are a way for the universe to know itself.” -Carl Sagan
- Integrity, curiosity, and humility
Financial Advisors
John Brimhall is an institutional retirement plan advisor based in Phoenix, AZ.
John joined CAPTRUST in 2020 from MRA Associates and serves retirement plan clients and nonprofits. He serves as a liaison between clients and service providers, working to make delivery of retirement plan best practices more engaging.
John holds a Bachelor of Science degree in accountancy and a Master of Science degree in accountancy from Arizona State University.
Education
- Master of Science degree in accountancy from Arizona State University
- Bachelor of Science degree in accountancy from Arizona State University
Industry Designations
- Certified Public Accountant
- Certified Financial Analyst
- CERTIFIED FINANCIAL PLANNER™
Memberships
- Volunteer, Boys and Girls Club of Metro Phoenix
News & Resources
Retirement Plans
Retirement Plans
2 months ago
The Importance of Fiduciary Training
Fiduciary responsibilities for retirement plan sponsors are complex and ever...
Retirement Plans
2 months ago
Fiduciary Update | February 2023
In this edition of our quarterly Fiduciary Update, CAPTRUST Financial...
Resources
2 months ago
Market Update | January 2023
A year ago, markets were coming off one of the...
