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Brian Eberle

RICP®, CLTC®
  • Financial Planner
  • Financial Services Executive
  • Investment Advisor Representative

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 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

For a complimentary life insurance quote, please click here.

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

Check the background of this investment professional on FINRA’s BrokerCheck

brian eberle

Brian Eberle

RICP®, CLTC®
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Our financial professionals are here to support you.

Phone: +1 (888) 712-2310

6 Corporate Drive,
Shelton, CT 06484

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