Brian is a partner at Capital Analysts of New England, Inc. He has 31 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. His specialization is in retirement portfolio construction and tax efficient withdrawal strategies. He also works in the following areas: estate planning, business succession strategies and life insurance planning.
Brian teaches a 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(R)
- Retirement Income Certified Professional(R)
Brian is on the advisor council of broker dealer Lincoln Investment and FMT Solutions. FMT Solutions offers financial education programs. Brian and his wife Connie reside in Hingham, MA with their four children. His personal interests include playing vintage baseball and coaching little league.
