Brian Urciuoli

Financial planning is more than just crunching numbers; it’s about understanding your clients’ unique goals, concerns, and aspirations. As a Certified Financial Planner (CFP^®) professional, Brian supports individuals and families to build a secure financial future. He provides comprehensive financial planning, tailored investment recommendations, and strategic long-term tax planning to align with his clients’ goals. His approach is collaborative and client-focused, ensuring personalized solutions that grow and protect wealth over time.

Brian has 18 years of experience in the financial services industry and earned the designation of CERTIFIED FINANCIAL PLANNER^® from the CFP Board of Standards in 2011.

Brian holds FINRA Series 7, 63 and 66 registrations and is Life, Accident and Health licensed.

CRN202805-8666862