,CFP®, EA
As a CERTIFIED FINANCIAL PLANNER® professional and Enrolled Agent, Brian helps individuals and small business owners gain confidence and peace of mind about their long-term financial plans. His goal is to ease the financial burden on his clients so they can focus on other important aspects of life, such as family, health, and well-being. With a strong background in tax planning and company retirement plans, Brian assists small business owners in managing their financial obligations, allowing them more time to grow their businesses. Many of his clients seek his guidance during significant life events, like the loss of a spouse, divorce, or a family health crisis, which often leave them with a changed financial situation or feeling overwhelmed. Brian works closely with his clients to simplify, clarify, and organize their finances, providing the support and direction needed during these challenging times. Witnessing clients navigate both their financial and personal journeys is what makes his work truly rewarding.
Brian graduated from William Paterson University with a Bachelor of Science in finance and financial planning. He began his career in financial services at Merrill before joining Modera in 2013. He is a member of NAPFA.
Brian serves as the treasurer of Oradell-Emerson Rotary Club. He is a passionate volunteer at the Pesce Family Mentoring Institute at William Paterson University and is active in his church community and choir. Brian and his wife make their home in northern New Jersey.
What sparked your interest in financial planning? What fuels you every day in your work?
From a young age, I watched some of my loved ones struggle with money. Finances were often a source of stress. My grandparents were much more financially stable, and I looked to them for good examples to follow. My grandfather taught me the value of savings and the power of earning interest on that savings. Born a year before the start of the Great Depression, my grandfather was adverse to stock market investing and put his money mostly in Bank CDs. As I entered into my teenage years we would search in the newspaper (and later online) for the most competitive CD rates together. Though not a very sophisticated investment strategy, banking with my grandfather helped to develop my passion for investing and financial planning.
What do you value most in your client relationships?
As a CERTIFIED FINANCIAL PLANNER® professional, I serve as an advisor to my clients in many ways beyond the financial – also as confidant and many times a friend. Being able to provide a listening ear or a supportive shoulder is such a good feeling because I know that I am making a difference. Together we share in both their challenges and triumphs financially, professionally, and personally. Seeing my clients through all their ups and downs is what makes my work particularly rewarding.
What do you enjoy most about working at Modera?
The collaborative, collegial, and conscientious work culture. It is refreshing to work with so many colleagues that exude confident humility. At Modera, everyone is knowledgeable and willing to help each other, and their clients reach success.
When you retire you’re going to…?
Travel, cook, spend more time outdoors.
CERTIFIED FINANCIAL PLANNER®, Enrolled Agent
Oradell-Emerson Rotary Club
Volunteer Pesce Family Mentoring Institute at William Paterson University
Church choir
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