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Brian Pultro - AIF, BFA, RFC

Brian Pultro - AIF, BFA, RFC

Accredited Investment Fiduciary (AIF), Behavioral Financial Advisor (BFA), Registered Financial Consultant (RFC)

I am passionate about the values of honesty, trust, integrity, and service.

After spending 10 years on active duty with the United States Navy and deploying across the globe, I continue to serve as a Navy Reservist. The discipline I learned over the course of my time at sea, as well as the diversity of my experiences, continue to help me fulfill my sense of service to the community both in uniform and out.

As a Behavioral Financial Advisor (BFA) I utilize the concept of "values-based investing" to keep my clients focused on the big picture and what is truly important to them. Coupling that with traditional financial planning techniques, I help my clients focus on the long term to assist them in navigating current events, and avoid the pitfalls of emotional investing.

Outside of the office I continue to serve as a Navy Reservist, I volunteer with my local Veterans of Foreign Wars post, and enjoy working out and cooking.

I would love to share a cup of coffee and a quiet chat with you to see how I can serve you and your family.

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