Brian Carenza, ChFC, CSA, LUTCF

The information and opinions herein are provided by third parties and have been obtained from sources believed to be reliable, however we make no representation as to its completeness or accuracy.  The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.  Content is provided for informational purposes only and is not a solicitation to buy or sell any products mentioned.

Financial Advisor, Fiduciary, Chartered Financial Consultant (ChFC), Certified Senior Advisor (CSA), Life Underwriting Training Council Fellowship (LUTCF), Certified Financial Planner curriculum completed at The American College of Financial Services (founded in 1927 by Solomon S. Huebner of the Wharton School at the University of Pennsylvania).  Member of the National Association of Insurance & Financial Advisors.  Thirty-two years of experience (7 in management).  Investment advisory services are offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor.  Additional insurance planning services provided through DiPaola Financial Group of Mellville, NY.

OUR MISSION

To help each client retire with the financial confidence he or she deserves.

To find the right strategy for every person so they can spend more time doing what they love with the people they care about the most.

To help clients retain control over their retirement and their finances.

To provide solutions that help clients get what they want out of life.

To be truthful, honest, and always act in the best interests of our clients.

To make our world a better place one family at a time

MY PERSONAL INFORMATION

I attained a Bachelor of Science in Business Administration from Ramapo College of New Jersey.

My wife and I are lifelong residents of Bergen County.  We have 3 children - a daughter and a set of boy/girl twins.  I myself am an identical twin.

I enjoy all four seasons of the year, skiing, the beach, traveling, day trips, puzzles, reminiscing about playing soccer for Hoboken Soccer Club, watching Army football at West Point, attending local college basketball games, attending and volunteering at ZION Lutheran Church in Westwood and spending time with my family.

MY APPROACH

I utilize a consultative team-based approach that weighs, measures and tests financial strategies which focuses on reducing risk, income taxes, fees and debt.  This in turn, increases cash-flow and maximizes results.  As I like to say, "I'm only as good as someone will let me be".

I look forward to talking with you.

Sincerely,

Brian D. Carenza