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

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​[email protected]
585.475.8419
585.292.1569 (fax)

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PROFESSIONAL EXPERIENCE |
A Financial Advisor & Partner with Mapstone | Veritas, Brett serves as chair of the Financial Planning Committee.  Brett's career began late 2003.  Initially building his client base from the ground up, around the 403b (public school employee) marketplace, his practice now concentrates on goals based Comprehensive Financial Planning with Families & Individuals.
 
From understanding client goals, and what they are passionate about, the CFP planning process is the foundation.  Brett is also a big believer in the “Team” approach.  Specialists are brought in as needed, both in house, and from our Professional Network, such as attorneys, accountants, and the like.  Brett and his team offer an approachable, friendly, and highly communicative environment for clients.
 
Symantha & Thomas work with Brett, comprising their direct team, and playing very important roles with their clients.
 
Brett and his wife Jennifer, reside in Pittsford NY, with their three children – Charlotte, Jacob & George, and dog Brew.

In his spare time you can find Brett on their next Family adventure, playing paddle (Platform Tennis), coaching and cheering on the Kids, running/working out……and being outdoors much as possible !!

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 |

• MV - Financial Planning Committee Chair
• Estate Planning Council of Rochester NY
  •  Board Member
  •  Membership Committee

COMMUNITY |​
Pittsford Panthers Baseball Coach

• ​Pittsford Little League
• Pittsford Panthers Travel Teams 
  

Pittsford Panthers Youth Football & Cheer

• ​Board Member
• Treasurer

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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

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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