Brian joined the Gute Financial Services team in September 2018 as our first intern supporting our financial planning services. He has since joined our team in a full time-time role and earned his Series 7 Securities registration in the spring of 2019.
Working beside the planning team, Brian helps to develop and monitor financial plans and serves in an active role supporting our My Financial Bridge process, which covers the “whole financial picture.”
Brian graduated from the Temple University Fox School of Business with a degree in financial planning, having completed the prerequisite courses to sit for the CERTIFIED FINANCIAL PLANNING comprehensive exam. His goal is to add the CFP Marks to his credentials.
During college, Brian served on the executive board of the Temple University Financial Planning Association and worked part-time in the hospitality industry reaching a leadership role within the company.
Maintaining his Center City Philadelphia roots after Temple graduation, Brian is a passionate Phillies and Eagles fan and enjoys exploring different forms of exercise including martial arts such as his latest venture into Muay Thai.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.