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Brian T. Gasbarro

Managing Partner, Retirement Plan Management & Advisory

Pension & Wealth Management Advisors

United States, Massachusetts, Waltham

About Me

Brian T. Gasbarro is a managing partner and has been working in the financial industry for over 14 years. Brian spent his first 6 years of his career as an Investment Trader at JPMorgan Chase in Boston. Over the last decade, Brian has focused on working with Plan Sponsors and participants in qualified retirement plans. He helps plan sponsors with ERISA compliance, plan design, employee education, plan benchmarking and investment guidance. He holds an AIF (Accredited Investment Fiduciary) which is accredited by The American National Standards Institute. Brian currently serves as a Board Member at Cornerstone VNA and has served on other not for profits in the past. Brian attended Marist Col

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Profile Information

Managing Partner, Retirement Plan Management & Advisory

Pension & Wealth Management Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Waltham

Massachusetts

United States

Jan 11, 2025

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