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Episode 146: The Magic of a Multigenerational

Brian Duncan of Duncan Financial Group

Brian Duncan is an investment advisor representative and president of Duncan Financial Group in Irwin, Pennsylvania. Brian obtained his undergraduate degree from the University of Pittsburgh and a master’s degree from Duquesne University. With a commitment to providing comprehensive guidance and strategies to clients, Brian also holds Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU®) designations. Since joining the firm in 2009, Brian has worked with families and businesses to develop and implement strategies that accumulate, manage, protect and transfer their wealth. In addition to serving on the Investment Policy Committee, Brian is also active within many industry organizations and associations.

Episode 146: The Magic of a Multigenerational Amy Webber and Brian Duncan
Episode 146: The Magic of a Multigenerational

About Cambridge Stronger

Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession. 

The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.

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