Brian is a highly accomplished financial professional with a career built on experience in investment, tax, and estate planning. Brian's career giving financial advice began at Citibank and J.P. Morgan Chase, offering a wide array of products including mutual funds, ETFs, annuities, life and long-term care insurance. This foundation allowed him to precisely align investment strategies with clients' financial goals.After earning his CFP® designation, Brian joined Ernst & Young, where he developed and executed unbiased financial plans for Fortune 500 executives. His journey continued with invaluable tax experience, providing tax advice on investments to Smith Barney's financial advisors. To solidify this knowledge, Brian passed the Enrolled Agent (EA) exam, demonstrating comprehensive mastery across individual, partnership, and corporate taxation.
His commitment to financial mastery culminated in passing all three levels of the Chartered Financial Analyst (CFA) exam, a globally recognized achievement that demonstrates advanced investment knowledge.
Most recently, as an Advanced Planner within Fidelity Investments' Private Wealth Management division, Brian specialized in estate planning. He summarized intricate wills and trusts and utilized advanced financial planning software to design strategies that could potentially save clients money in income and estate taxes. He excels at tailoring inheritance solutions to individual family needs. Concluding his tenure at Fidelity as a Wealth Planner, he focused on clients with a net worth of $5M-$30M, leveraging his extensive experience and prestigious designations to provide comprehensive financial guidance. Brian finds immense satisfaction in sharing his vast knowledge to address his clients' most pressing financial questions.