Time to Get Smart with Money
Growing up my dad was a clammer and my mom a physical therapist in a public school. Although I had a remarkable childhood, I knew nothing about how money worked. I always loved numbers and became fascinated in learning how money can work FOR or AGAINST you. Since that time, I have relentlessly pursued an education in how financial planning can change one's life. I have obtained my BA in Accounting, my MS in Accounting and Finance, my CPA and Investment Advisory licenses in NY, my CFP® certificate from Northwestern, and have worked the past 13 years at a public accounting firm, large bank, and now an Investment Advisory firm, Equitable Advisors, LLC. My passion grows from the constant pursuit of continued learning in my field and love of helping my clients grow in whatever part of their financial journey they are on. The three niches I focus on helping are Local 3 electricians, doctors, and teachers in New York. I am thoroughly versed in their benefits and strategies to help maximize their retirements.
Experience
Prior to joining Equitable Advisors, Brian worked in Public Accounting and Banking for 6 years in New York City. With his unique background in financial analysis, Brian is well poised to advise clients on their investment and planning strategies.
Brian offers a wide variety of services and products:
- 403(b) Planning
- IRAs, 401(k)s
- Retirement Planning
- Pension Maximization Strategies
- Investments (Stocks, Bonds, Mutual Funds, Annuities, Alternatives)
- Asset Management
- Risk Management (Life, Disability, Health and Long Term Care Insurance)
- College funding
- Estate planning strategies
Education
- Masters in Accounting and Finance from Baruch's Zicklin School of Business in New York City 2010 (GPA 3.8)
- Bachelor of Science with Honors in Accounting from The University of Tampa 2009 (GPA 3.8)
- Certified Public Accountant License in New York State in 2012
- Certified Financial Planner™ certificate from Northwestern
- FINRA Series 7 and Series 66 registrations in addition to Life, Accident, and Health Insurance Licenses
Personal Life
Brian grew up in Northport, NY and attended Northport High School where he played basketball. Brian and his wife, Mariel, now reside in Northport, Long Island with their 2 little girls and son - Maeve, Harper, and Jack. Brian thoroughly enjoys reading, exercising, and playing/coaching basketball (has an excellent crossover, but could really use some three point help!). Brian sits as an advisory board member on Northport High School's Academy of Finance Program, and is actively involved in his community.