It is the commitment of Claritas Financial Partners to bring clarity to the financial lives of our clients. Brian has more than 25 years of experience in the financial services industry and has the CERTIFIED FINANCIAL PLANNER™ certification. This certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients’ best interests today to prepare them for a more secure tomorrow.
It was his dream in college to become a financial advisor. He envisioned having his own firm and even came up with the name, “BLAMO” – Brian Lynn Asset Management – O! Fast forward to today and that dream has become a reality with the formation of his independent firm, Claritas Financial Partners.
Brian began his career in 1994 with Merrill Lynch and moved to Legg Mason where he worked for 7 years before making the move to Wells Fargo Advisors where he worked for 17 years. After 25 years in a bank environment, Brian made the decision to follow his dream and launch his own firm and affiliate with LPL Financial. As one of three partners, this move will allow Brian and his partners to expand their offering to their clients along with offering truly personalized financial advice.
Brian grew up in Haddonfield, NJ and graduated from Tulane University. He is an avid fan of the Tulane Green Wave and any Philadelphia sports teams. Brian and his wife Libby and kids Emily and Michael along with their beloved yellow lab, Molly reside in Marlton close to the new office. When he has free time, he enjoys spending time with the family, golfing and baking. He also enjoys supporting the New Jersey Samaritan Center which provides clinical psychological services, coaching and support in areas of health and life direction.
Education & Qualifications
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At Claritas Financial Partners, we have the client—and only the client—in mind. Our goal is to bring Clarity to your Financial life.
1 Holtec Drive,
Marlton, NJ 08053
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