CFP Financial Planner
Brian Poncelet has been in the financial services industry since 1994. Working with countless professionals and entrepreneurs, he has developed specialized expertise around planning for retirement and reaching retirement goals.
Brian holds the internationally-recognized Certified Financial Planner designation, offering financial services as an independent professional. This means is not bound to any specific banks or companies, nor the incentive programs they carry out. Brian designs comprehensive plans and offers recommendations based solely on what provides the best value for the client.
Brian works to produce and maintain custom plans that help clients get to their retirement goals faster, through more efficient tax flow, tax minimization, protection strategies and retirement funding solutions.