Brian Zdrowak
Senior Wealth Advisor at Focus Partners Wealth
- Role
- Wealth Advisor at Focus Partners
- Location
- Buffalo, NY, US
- LinkedIn followers
- 500 followers
About Brian Zdrowak
It all starts with a conversation. We are passionate about people, striving to provide…
Experience
Wealth Advisor
Mar 2019 — Present · Buffalo/Niagara, NY, US
We are Focus Partners Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, health care professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals.Insero Wealth Strategies, LLC, became Buckingham Strategic Wealth in 2019.What I post here is my opinion, not the opinion of my employer.
Education
University at Buffalo
Bachelor of Arts (B.A.), Social Sciences
1982 — 1986
Canisius University
MBAPA, Business & Accounting
1999 — 2004
St. Mary's of Lancaster High School
Regents, Math and science
1978 — 1981
Skills
- Financial Reporting
- Financial Analysis
- Compliance
- Wealth Management
- Accounting
- Certified Financial Planner
- Cpa
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