Senior Vice President, Financial Advisor
Phone - 412.347.5507
Email - email@example.com
Brian has been with Fragasso for over twenty years. He has extensive experience is serving as a financial advisor. In Brian’s role as vice president and financial advisor, he oversees the team of professionals that make up the South Hills office of Fragasso. In addition to his management responsibilities, he continues to work with clients to discuss and plan for their objectives. He works with our portfolio management team to monitor and manage his clients’ investment portfolios through the implementation of a personalized financial plan and asset modeling.
Brian earned his bachelor’s degree in business administration from West Virginia University. He was raised in Maryland and currently resides in Bethel Park with his wife, Christi, who also works for the firm and his son, Connor, who is attending college at the University of Pittsburgh’s School of Computing and Information. Outside of the office, Brian keeps active by trail running (ultramarathons) and cycling. He also serves on the board of directors for the Pauline Auberle Foundation which strives to build strong individuals, families and communities through faith-based practices.
CERTIFIED FINANCIAL PLANNER™ Professional
Series 7, 24, 63, and 66 securities licensed through Private Client Services
Accredited Investment Fiduciary®
Chartered Retirement Plan Specialist®
Insurance licensed, Pennsylvania