Our advisors help our clients to improve their lives and the lives of their children by developing financial strategies that seek to help accumulate, preserve and then eventually distribute their wealth to their family.
Brian is a partner at Capital Analysts of New England, Inc. He has 29 years of experience, all with Capital Analysts of New England, working with high net worth individuals and the owners of private family run businesses. He is supported by an experienced wealth management team. Please click here for our team bios
Within the total financial planning process, Brian specializes in retirement income planning and investment management. He also works in the following areas: estate planning, business succession strategies and life insurance planning.
Brian teaches a popular class about Retirement and Financial planning strategies at local colleges (Bentley University)and learning centers. Please click here for more information on the Retirement and Financial Planning courses. He has published articles for Morningstar and the New England Real Estate Journal. (Please click here to read Brian's articles)
- Brian’s education credentials include:
- Villanova University, Bachelor of Science in Finance
- The American College:
- Chartered Financial Consultant
- Retirement Income Certified Professional
- College for Financial Planning:
- Chartered Mutual Fund Counselor
- Chartered Retirement Planning Counselor
- Certified Retirement Plans Specialist
Brian is a member of the Financial Services Institute and is also active with the Villanova Alumni Association. Brian and his wife Connie reside in Hingham, MA with their four children. His personal interests include playing vintage base ball and coaching little league.