Brian Urciuoli
Financial Advisor, CFP®, MBA
Financial planning is more than just crunching numbers; it’s about understanding your clients' unique goals, concerns, and aspirations. As a Certified Financial Planner (CFP®) professional, Brian supports individuals and families to build a secure financial future. He provides comprehensive financial planning, tailored investment recommendations, and strategic long-term tax planning to align with his clients' goals. His approach is collaborative and client-focused, ensuring personalized solutions that grow and protect wealth over time.
Brian has 18 years of experience in the financial services industry and earned the designation of CERTIFIED FINANCIAL PLANNER® from the CFP Board of Standards in 2011.
Brian holds FINRA Series 7, 63 and 66 registrations and is Life, Accident and Health licensed.
Brian Urciuoli is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. (www.SIPC.org) 4900 N Scottsdale Road, Suite 4000, Scottsdale, AZ 85251 (480) 638-2100.
CRN202805-8666862