Brian is the President of Hudson Valley Financial Services as well as a Certified Financial Planner (CFP®) with a B.S. in Finance from the University at Albany. He began his career as a financial planner in 2001 after spending three years working on Wall Street. He specializes in helping clients achieve their retirement goals through managing their investment portfolios and educating them to feel more confident in their retirement decisions.
Besides the coveted CFP® designation, Brian currently holds the Series 7, 63 and 24 licenses as well as Life, Disability and Health Insurance licenses.