- Financial Planner
- Financial Services Executive
- Investment Advisor Representative
Since joining Barnum Financial Group in 2011, Brian has demonstrated his commitment to helping his clients achieve financial security through ethical and successful strategies. As a leading partner of this team, Brian focuses on providing holistic financial solutions that help his clients realize financial independence. He holds his Series 7 and 66 securities licenses, Accredited Investment Fiduciary® (AIF®) designation, and has achieved membership in the Million Dollar Roundtable. With a lifelong passion for financial planning, Brian received his Bachelor’s degree in Finance from Central CT State University and studied Economics at the Lancashire School of Business in Preston, England. Brian and his wife live in Rocky Hill, Connecticut, and enjoy traveling and playing golf in their spare time.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.
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