Brian Eberle

Brian takes a consultative approach to working with you, taking the time to develop a thorough understanding of who you are and what matters most to you. Based on your personal situation and your priorities, Brian can help you develop a strategy to preserve and grow your assets to help fulfill your vision of your financial future. Brian’s commitment is to provide quality service and support throughout your relationship.

• Obtained the CERTIFIED FINANCIAL PLANNER(R) certification in 2025
• Obtained the CLTC (Certification for Long-Term Care) designation which focuses on the discipline of extended care planning.
• Obtained the RICP® (Retirement Income Certified Professional) designation which focuses on helping individuals who are at or near retirement build a plan
• Holds his Series 6, 7, 63 and 65 licenses
• Licensed to sell Life, Accident and Health insurance*
• Earned his bachelor’s degree at the Johnson & Wales University
• Brian was a 4 time national mountain biking champion and was also a member of Team USA at 4 world championship rounds
• In his spare time, he enjoys rock climbing, cycling and playing the drums
• Brian resides in Cromwell, CT with his wife Amanda and their two children, Ava and Damon

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* Some health insurance products offered by unaffiliated insurers.

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.