As a financial advisor at PlanWise, Brian’s goal is to work with clients to help them understand and achieve their “Why”. Although the numbers and strategies can drive our day-to-day conversations, finding what clients are passionate about and allowing them to accomplish their goals is what makes his job so exciting and fulfilling.
Growing up in a big family where finances were not a familiar topic of conversation, Brian was able to experience firsthand the value that an advisor can, or could, deliver to clients and their families. Understanding the impact that a knowledgeable financial professional can have with clients, along with his inner analytical nature, he knew this was the career for him.
Brian started his career in 2019, working in a financial advisory firm in downtown Boston. Getting into the industry right before the start of a pandemic was certainly a challenging time but was a great learning experience as well. Learning to navigate and nurture client relationships during uncertain times has allowed him to have a fresh perspective on the importances within a client relationship. Brian then joined our Broker/Dealer, Commonwealth Financial Network, in the beginning of 2022 where his role shifted inside of the Advanced Planning Team. This role allowed him to work closely with financial advisors across the country to consult and strategize around all financial planning topics and ultimately led him to PlanWise in April of 2024.
Brian holds both a BSBA and MS in Finance degrees from Suffolk University and is a CERTIFIED FINANCIAL PLANNER® professional as well as a Certified Private Wealth Advisor® professional. Brian was born and raised on the south shore of Massachusetts and now resides in Maynard, MA with his girlfriend Emily, and puppy Leon. Outside of work, he enjoys golfing as much as possible, taking Leon on long walks, and keeping up with all of the Boston sports teams.