Brian Wruk is a Certified Financial Planner (CFP) specializing in Canadian residents making the transition to the U.S.  His firm, Transition Financial Advisors, Inc., is a fee-only, comprehensive financial planning, money management, and Canadian/U.S. tax planning and preparation firm.  A dual Canadian/U.S. citizen, Brian holds both the U.S. and Canadian CFP designations.

        Born and reared in Edmonton, Alberta, Canada, Brian worked ten years in the Canadian telecommunications industry in a variety of positions including marketing, service development, and strategic planning.  Prior to expanding his career in the direction of financial planning, Brian was marketing manager at a Phoenix-based computer training materials company.  Since January, 1997, Brian has worked specifically with Canadian residents relocating to the U.S.  Brian moved to Arizona in August, 1990, to complete his MBA at the University of Arizona.  Upon graduation, he moved to Calgary, Alberta, but returned permanently with his wife Kathleen to Arizona in April, 1996.

        In addition to his CFP designations and his MBA, Brian holds a Bachelor of Commerce degree from the University of Alberta, a Business Administration diploma from the Northern Alberta Institute of Technology (NAIT), and a Certified Advertising Agency Practitioner designation from the Institute of Canadian Advertising.

        Brian enjoys mountain bicycling, swimming, and golf. His interests include hockey, reading fiction, music, rodeo, and travel.

This professional is not affiliated with Foresight Counseling, but operates independently of Foresight Counseling, maintains his or her own appointment schedule, fee scale, and billing.