Brian is responsible for managing all aspects of the firm’s strategic development and operations. He is a member of the MJP Wealth Advisors Investment Committee, which develops the firm’s investment strategies and portfolios.
Brian has an abiding passion for helping clients address all the relevant areas of personal finance — including investments, retirement planning, insurance, taxes and education planning — to create a truly comprehensive financial plan. He takes the time to learn about his clients’ lives and families and is physically present when they need him.
Brian is a General Securities Principal and holds Series 7, 24, 51, 63 and 65 securities registrations, as well as a life and health insurance license. He is a Certified Public Accountant (CPA) in the state of Connecticut and holds a Chartered Global Management Accountant (CGMA) designation accredited through the American Institute of Certified Public Accountants (AICPA) and the Chartered Institute of Management Accountants (CIMA). Brian also holds the Accredited Investment Fiduciary (AIF®) Designation demonstrating that he has a fundamental understanding of the principles of fiduciary duty.
Brian has over 20 years of experience in the finance and accounting industries. Prior to joining MJP, he worked for Xerox Corporation, a venture capital firm and a “Big 4” public accounting firm. Brian holds a Bachelor of Science degree in business administration with a major in accounting and a minor in economics from Bucknell University.
Brian has established himself as a trusted wealth advisor through his expert, integrated approach in meeting the needs of investors. For the past four years (2018-2021), Brian has been recognized on the Forbes Best-In-State Wealth Advisors list, which highlights the top wealth advisors across the country. He is currently ranked #33 in Connecticut for high net worth advisors. In 2016-2019, Brian was named “Best Financial Advisor” in the Best of Hartford Readers’ Poll. Brian was also named “Best Financial Advisor” in the Wilton Magazine Readers’ Choice awards in 2018, 2019 and 2020.
Brian has been a guest contributor and provided commentary to numerous media outlets, such as Bloomberg, Fox Business, CNBC, Yahoo Finance, TheStreet, Reuters, and Cheddar News. In addition, Brian has been a member of several advisor panels focused on maximizing efficiency to build business growth.
Outside of MJP Wealth Advisors, Brian serves on the Board of Directors for Family & Children’s Agency, a non-profit organization that provides services to children, adults, and seniors. In his free time, he enjoys playing tennis, running half-marathons, and spending time with his wife, Michele, and their two children.
Learn More: https://www.mjpwealthadvisors.com/
Recent episodes from Mike Saunders, MBA (see all)
- Episode #31-Two Early Social Security Claiming Mistakes-The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf - December 9, 2022
- Interview with Don Plotsky, Co-founder of Alternative Income Solutions Discussing Predictable Income With Specialty Finance - December 8, 2022
- Ep. #31 – Marisa Jones – Define Your Path with Dr. Virginia LeBlanc “DocV”, The Pivot Maestro. - December 6, 2022