brett caroselli, mba,cfp®,clu
PROFESSIONAL EXPERIENCE |
A Partner 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.
PROFESSIONAL ACTIVITIES |
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.
Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
MAPSTONE | VERITAS Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates.