brett caroselli, mba,cfp®,clu
FINANCIAL ADVISOR | partner

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​bcaroselli@mapstoneveritas.com

585.475.8419
585.292.1569 (fax)


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. 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 with our organization.

EDUCATION |
  • A 1999 graduate of Pittsford Sutherland, NY
  • A 2003 graduate of Nazareth College B.S. Business Administration​- Minor, Sports Marketing
  • A 2014 graduate University of Rochester, William E. Simon School of Business, MBA Finance​
  • In 2009 he obtained the CFP® CERTIFIED FINANCIAL PLANNER™ professional certification
  • In 2010 he obtained the CLU (CHARTERED LIFE UNDERWRITER) designation
  • Series 6,7,63 & 65 registrations

PROFESSIONAL ACTIVITIES |
  • Equitable Advisors  Elite Advisor Group, Member
  • Estate Planning Council of Rochester NY, Member


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PLACES TO VISIT
Anywhere new.
THINGS TO DO
Spending time with my family outdoors; playing platform tennis and running.
QUOTE 
“A pessimist sees the difficulty in every opportunity; an optimist sees the opportunity in every difficulty”
Winston Churchill
FUN FACT
​I love music…….jazz to hip-hop, and everything in between
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.

ADVICE | EXPERIENCE | RESULTS | SINCE 1970