brett caroselli, mba,cfp®,clu
PROFESSIONAL EXPERIENCE |
A Partner and Financial Advisor at Mapstone | Veritas and he currently serves as the Chair of the Planning Committee. Brett entered the Financial Planning profession in November 2003. Initially building his client base from the ground up, around the 403 b (public school employee) marketplace, his practice now concentrates on Comprehensive Financial Planning. From understanding client goals, putting together options to reach them, implementation and review, a “Team” approach is used. Specialists are brought in as needed, both in house, and within our professionals network. Brett was recognized by Equitable Advisors as a Paramount Planning Group member of the Elite Advisor Group based on achieving a certain sales production level among all financial professionals within our organization. He is also a member of Equitable Advisors Gold.
Brett and his wife, Jennifer reside in Pittsford with their three children, Charlotte, Jacob & George.
PROFESSIONAL ACTIVITIES |
Youth Baseball Coach
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
MAPSTONE | VERITAS Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates.