BLAMO

You Need Experience
In 1993, I took a job with Merrill Lynch in Jersey City, NJ. It was an Administrative position in the Consults program, opening SMA accounts. In this position, I was sponsored to take the Series 7 exam, and I learned about Asset Management disciplines.

In 1994, I moved to the Washington DC Area, where I became a financial advisor with Legg Mason Wood Walker. I graduated from the training program called the “PDC.” Legg Mason’s training program revolved around Value Investing, and having a true understanding of the bond markets, particularly Municipal Bonds. A few years later, I managed the PDC, training future advisors with the firm.

In 2002, I made a double move, returning home to South Jersey to raise a family with my wife, Libby. I accepted a position with Wachovia Securities, which would later merge into Well Fargo Advisors. For 18 years, I’ve built a community based practice working with local families. The core of my practice has revolved around Financial Planning, Asset Allocation, Risk Management & Retirement.

You Need an Education
I have BA in Political Economy from Tulane University. Political Economy is a multi disciplinary major – Economics, Political Science & Philosophy. It has served as the foundation for my career. In current times, our global landscape is constantly changing. The classes I took at The Murphy Institute help me to this day.

Education never stops. I hold a Series 7, 9, 10, 63, 65 with LPL Financial, Insurance and Life & Health licenses. In 1994, I achieved the CERTIFIED FINANCIAL PLANNER™ certification which I still hold.

You Need Really Good People to Help You Along the Way
A big question I always ask is why didn’t I do this sooner? The truth is, I worked along-side some very good people. There are too many people to thank, but I wouldn’t be sitting here without the guidance of some really good managers at the various firms I’ve worked at along the way. I could write a book with everything that I’ve learned from my colleagues through the years.

I wouldn’t be here without my family. My wife Libby, my children Emily & Michael, and the love & support from my parents, my in-laws, my sister, my nephews, and many aunts, uncles & cousins.

You Need a Mission
Our practice revolves around one word: Clarity. The mission of Claritas Financial Partners is to bring clarity to your financial life.

You Need Partners
I never wanted to do this alone. In order to create a better vision for my clients, and their well-being, you need some partners who share that vision. It took a little wisdom, but “BLAMO” was never about me. Jim Pacheco and John Fessler share this vision with me.

Thank you for taking the time to read this.

I look forward to the journey ahead,

Brian