Financial Advisor, Chief Investment Officer

Bryan Wing

CFP®, BFA

Bryan's personal bio

For the past ten years, Bryan Wing has applied his sharp intellect to the elevation of PAX Financial clients. His practice is informed by years of experience guiding a broad range of clients to a better financial future. Now, he serves as PAX Financial’s Chief Investment Officer, providing oversight of the company’s investment strategies.

A lifetime educator and learner, Bryan closely studies the economy, the market, and investment trends both to better serve his clients and to satisfy his own curiosity. His depth of knowledge, combined with years of financial planning and investment management experience, are apparent in his work with clients.

In his role as a PAX financial planner, Bryan also uses his previous experience as a high school teacher to guide his conversations with clients. He encourages clients to engage with the financial advising process, ask questions, and develop an understanding of each financial choice they make.

Although his immediate goal is often to help clients save toward retirement and college, his long-term goal is to maximize the potential for positive generational change when it comes to financial planning.

When not at the office, Bryan might be found playing a Stevie Ray Vaughn tune on his guitar.

We are making decisions, together, that will impact generations.
Contact Bryan
  • Joined the team:
    March 2010
  • What motivates Bryan?
    He admits that everything he does and, doesn’t do, sends a message to his children.
  • Hidden talent:
    Playing guitar
  • Community Involvement:
    Passion for teaching, enjoys simplifying complex topics.
  • Interests:
    Running, playing guitar, photography, reading, learning
  • Favorite book:
    East of Eden by John Steinbeck and The Legacy Journey by Dave Ramsey.
  • Favorite team:
    San Antonio Spurs