Brian Mwangi

My approach to financial advising is centered around building strong relationships with my clients. I take the time to understand their unique financial situation, goals, and aspirations, and then work with them to develop a personalized financial plan that meets their needs.

In addition to my passion for finance, I am also committed to ongoing education and professional development. I regularly attend industry conferences and seminars, stay up-to-date with the latest financial trends and news, and am constantly looking for ways to improve my skills and knowledge.

I'm excited to continue my journey as a financial advisor, and I look forward to working with you to help you achieve your financial goals. Let's get started!

My professional expereinece has largely been centered in the junior positions in the insurance industry in Kenya. One of my most significant achievements has been developing and executing a marketing campaign that resulted in a 20% increase in new business within six months.

In addition to marketing and sales, I have also worked on developing partnerships with Insurance companies in the industry under my own Agency to expand our product offerings and enhance our value proposition. I have collaborated with cross-functional teams to develop new product features and have been instrumental in launching several successful partnerships e.g Oldmutual Kenya and British-American Asset Managers Kenya Limited.

I have also had the opportunity to mentor and develop team members, helping them to grow in their roles and take on new challenges. This has been a rewarding aspect of my professional experience, and I take great pride in seeing the success of my team members.

Overall, my professional experience as a financial advisor has been challenging and rewarding. I have had the opportunity to work on exciting projects and develop new skills.

Digital Marketing & sales - I derived a passion about leveraging the latest technologies and trends to help businesses grow and thrive. I have experience in all aspects of digital marketing, including SEO, PPC, Social media, email marketing, and content marketing. I am always looking for new and innovative ways to help my clients with their : Insurance planning, Retirement Planning, Investment Planning, Estate Planning and Business planning