February 20, 2013 PAC Speaker Series Program Presenter Bryan Clontz
Bryan Clontz, CFP®, CLU, ChFC, AEP, CAP, is President and Co-Founder of Charitable Solutions, LLC, a planned giving risk management consulting firm based in Jacksonville.
In the decade prior to starting the firm in 2003, he has served as the Director of Planned Giving for the United Way of Metropolitan Atlanta, Director of Planned gGving at the national office of Boys & Girls Clubs of America and as Vice President of Advancement at The Community Foundation for Greater Atlanta. Clontz has extensive experience in planned giving consulting, charitable gift annuities, non-cash asset receipt/disposition and donor-advised funds.
At age 24, Clontz became the youngest South Carolinian to earn the Certified Financial Planner designation (CFP®), and subsequently earned the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Accredited Estate Planner (AEP) and Chartered Advisor in Philanthropy (CAP) designations.
From 2000 to 2005, he served as a part-time graduate instructor, teaching personal financial planning in the Department of Risk Management and Insurance in Georgia State University's J. Mack Robinson School of Business. He has given more than 500 presentations on financial planning and planned giving topics and has been published in an international insurance textbook. He also has trained and presented at more than 10 other Create a Jewish Legacy communities nationwide.
