Gold Pacesetter, Hall of Fame Producer
Brian Karl, CERTIFIED FINANCIAL PLANNER™ Practitioner, serves as a Wealth Advisor at Financial Resources Federal Credit Union through CUSO Financial Services, L.P.(CFS).
Brian specializes in the areas of retirement planning, wealth management and tax planning strategies.
Brian received his B.A. in Economics from New England College, Henniker, New Hampshire. Because of his extensive training in this area, he has advised individuals & families on techniques designed to help create, accumulate, safeguard, and transfer wealth. His philosophy is that careful planning, implementation, and periodic review are the keys to help his clients gain financial independence. Brian is licensed in Life and Health for New Jersey and has obtained his FINRA Securities licenses 6, 7, 63, and 65/66. Brian is married and has one daughter.
Areas of Focus
- Wealth Management
- Fee Based Advisory Services
- Retirement Planning for 401k/403(b) and Rollover Options
- Individual Retirement Accounts (IRAs)
- Life Insurance (including disability and long-term care)
- Employment Transition
- Financial Planning
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.