Financial Planning Consultant
Domicile State: MA
Brian began his career in 2012 with Baystate Financial as a paraplanner on the Financial Planning team. Now as a Financial Planning consultant, Brian is responsible for overseeing the financial plan development process ensuring that recommended strategies meet a fiduciary standard of care for the financial well-being of clients.
His role includes:
- Providing comprehensive financial planning services for clients of the firm
- Analyzing client situations and developing recommendations for proposed planning solutions
- Assist planners with managing and improving their fee-based financial planning practice
- Auditing and approving financial plans for planners to deliver to clients
Brian graduated Cum Laude from Bentley University in 2012 with a bachelor’s degree in Corporate Finance & Accounting and a minor concentration in Computer Information Systems. He currently holds his Series 7 license as well as the Certified Financial Planner designation.