Biography
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.
I am a private Financial Advisor with Miceli Financial Partners, a member of Mass Mutual Financial Group.
With over 15 years as a financial professional, I have extensive experience in the areas needed to help you with your financial situation. I am a former CFO and corporate controller for a variety of startup companies. My resume includes working for Cisco Systems, Avanex Corp and Grant Thornton LLP. In 1993, I graduated magna cum laude with a double major in Finance and Accounting from the University of Massachusetts at Lowell.
I am a CERTIFIED FINANCIAL PLANNER™ professional and have been licensed as a CPA since 1996. I have a variety of securities and insurance related licensing including:
Series 6, 62 and 63 (sale of mutual funds, stocks, bonds, ETFs)
Series 65 (for wealth and investment management advice)
CA Insurance License #0G10813 (for Life & Health insurance)
On a personal note, in 2005, I was married to my lovely wife, Alice. We have a young boy, Brian Jr., who was born in 2009. Most of my time outside of work is spent with family, relaxing with friends, going to church related activities and occasionally playing some golf. Additionally, I have a passion for helping disadvantaged youth and, as such, have been leading a weekly community youth outreach program in downtown San Jose since 2002.
I love what I do and welcome the opportunity to get to know you and your family. If you are interested to setup an introductory appointment, please call or email me. You may also contact my assistant, Jackie Nguyen, at (408) 452-1571 during her office hours of 8am to 1pm.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CRN201301-144625