Brian is a practicing Financial Planner and Managing Partner of WealthCare Investment Partners LLC. He has been practicing for 35 years. He focuses on Estate, Financial, Wealth, Tax, and Elder Care Planning. Brian works very closely with Estate Planning Attorney’s and Certified Public Accountants in aiding clients in establishing and managing Revocable and Irrevocable Trusts and extensive work in Special Needs Trusts. Brian holds a Bachelors of Science degree in Finance/Economics from Roger Williams University. He currently holds FINRA securities series 6,7,63 and 65 registrations. In addition, he is insurance licensed in the areas of Life, Accident and Health, Fixed and Variable products