Brian Hartstein

Brian Hartstein is a Partner at Bayntree Wealth Advisors. He brings three decades of experience in tax, business, and retirement planning, and specializes in helping business owners maximize their pre-tax dollars as effectively as possible.

Brian is a national speaker at industry conferences for CPAs and tax professionals and has been featured in publications, including Accounting Today, the Journal of Financial Planning, the Journal of Financial Service Professionals, the Arizona Republic, 401K Specialist Magazine and more, where he shares his wisdom with others in the accounting industry.

A former president of the Financial Planning Association of Greater Phoenix, Brian's leadership also extends to multiple boards, including the Phoenix Tax Workshop and First Financial Resources. Additionally, he is a member of the Society of Financial Service Professionals whose goal is to help financial service professionals deliver the highest level of client service possible.

Originally from Edison, New Jersey, Brian is a third generation financial professional. He earned his bachelor’s degree from Lafayette College in Pennsylvania and his master’s degree in financial services from The American College of Financial Services®. Outside of the office, Brian enjoys spending time with his wife and three sons, reading, traveling, mountain biking, paddle boarding, and live music.