Brian M. Lynn, a CERTIFIED FINANCIAL PLANNERTM (CFP®), brings three decades of financial industry experience to Claritas Financial Partners. Before owning his own full-service financial services firm, a dream that he envisioned in college, he worked at Merrill Lynch, Legg Mason, and Wells Fargo Advisors for a combined total of 25 years. Brian provides personalized advice to his clients to help them pursue their goals so they can take care of the well-being of their families.
Originally from Haddonfield, NJ, Brian was determined to help people better understand the finance industry. He combined his knowledge of economics, financial planning, and the financial markets to become a financial advisor. He earned his Bachelor’s Degree in Political Economy from Tulane University. During that time, he envisioned having his own firm and even came up with the name, “BLAMO” – Brian Lynn Asset Management – O!
Supporting community initiatives and volunteering has always been a passion for Brian. He is a Board Member of The Joseph Fund of Camden, a Member of the Investment & Finance Committees for Samaritan, and a Trustee of the Virtua Foundation.
Brian resides in Marlton. NJ, and enjoys spending time with his wife Libby, their two adult children, Emily and Michael, and their beloved yellow lab, Molly. He is an avid fan of the Tulane Green Wave and all Philadelphia sports teams, and his hobbies include golfing and baking.
Favorite Part of His Job:
“The relationships that I build with families. I’ve had the chance to work with and get to know some wonderful people. Unfortunately, I’ve seen those wonderful people grow old & pass away. I’ve taken comfort in my career of helping families during their most difficult life events. I’ve taken great pride & joy in my career in helping the 2nd, 3rd and now 4th generation of families that have worked with me through the years.”
Words of Wisdom:
“Own the companies that deliver the products & services you use.”
Registered states
AR, CA, CT, DE, FL, IN, MD, MA, MI, MO, MT, NV, NJ, NY, NC, PA, PR, SC, SD, TX, VA
