Some say it’s his genuine concern for people. Some say it’s his unique travel experiences, his sense of humor or his eclectic knowledge (Need an area code? Just ask). Whatever it is, there’s just something about Brian that makes you comfortable. Committed and passionate, he’ll make you feel safe and secure in the fact that your future is being carefully and expertly planned.
Brian–the company founder–specializes in Investment Management, Retirement Strategies, Tax Minimization, Social Security Planning, Estate Preservation, Cash Flow Analysis and Insurance Consulting.
He has an MBA from Babson College and a Bachelor of Science degree from the University of Massachusetts (Amherst), where he pursued an engineering core curriculum. He holds the CERTIFIED FINANCIAL PLANNERTM (CFP®) and Chartered Retirement Planning CounselorSM (CRPC®) certifications from the College for Financial Planning, and the Certified Fund Specialist® (CFS®) designation from the Institute of Business and Finance. In addition, he is one of only 800 financial planners admitted to the prestigious Registry of the International Association for Financial Planning.
Brian is a Registered Principal with FINRA. He holds the Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations from The American College. Grodman Financial Group is a Registered Investment Advisor with the Securities and Exchange Commission.
Check the background of this firm on FINRA’s BrokerCheck.