Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
Credential ID
CF2-200402
Active Dates
Dec 30, 2019 – Dec 30, 2026
About Brian Simanski
As a multi-state Financial Advisor, my mission is to deliver clear, objective financial advice tailored to your life’s unique footprint. I work alongside a specialized team of professional advisors, leveraging the institutional scale of LPL Financial to manage complex wealth portfolios with an agile, client-first approach. Because wealth is rarely bound by state lines, I maintain active credentials in 19 states—including California, Texas, Florida, Pennsylvania, and North Carolina—allowing me to support families through multi-state business ventures, out-of-state property moves, and retirement relocations. While our core business operates as a fee-based advisory service, our team integrates defensive insurance strategies, including structured annuities, to ensure your legacy is fully protected against market volatility and unexpected inflation.
Areas of Specialization
Retirement Planning
Investing
Budgeting
Insurance
Financial Planning
General Financial Guidance
Disclosure:
Securities offered through LPL Financial Member FINRA/SIPC Licensed in Pennsylvania, California, Ohio, Delaware, Florida, Georgia, South Carolina, Idaho, Texas, Indiana, Maryland, Virginia, Montana, Washington,New Jersey, West Virginia, New York, Wyoming, and North Carolina.
