Brian Pacen
Wealth Advisor, Portfolio Manager, CFP®, CIMA®, CPWA®
Brian is a Certified Financial Planner™, Certified Investment Management Analyst™ and also a Certified Private Wealth Advisor®. He is a graduate of the University of Maryland, College Park with a degree in Economics. Brian holds FINRA Series 6, 7, 63, 66, 9 and 10 licenses. In addition, he is also licensed in Life and Health insurance and Property and Casualty insurance. Brian is a second generation wealth advisor that has dedicated over ten years to helping clients navigate some of their most important life events and decisions. He specializes in portfolio management, holistic financial planning and wealth management. Brian lives in Eldersburg with his wife, Jessica, and their two children, Josh and Charlotte.
