Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.
Since graduating from the University of Maryland with a B.S. in accounting and finance, Brian has spent over 20 years in the financial services industry. In 2016, he joined the WizdomOne Group where he co-founded WizdomFinancial LLC. Previously, Brian spent 10 years as a financial planner with Sagemark Consulting, a division of Lincoln Financial Advisors. He is a dedicated professional – committed to helping his clients achieve financial independence. A devoted father to his two children, Brian attends all of their sporting events and activities. He serves as the Vice President of the board for his homeowner’s association and in his spare time he enjoys playing soccer and tennis.
Certified Financial Fiduciary ®
The Foundation for Fiduciary Education (FFE) is proud to be one of the fastest growing non-profit financial wellness programs in the country, and the only one who’s Instructors are exclusively Certified Financial Fiduciaries.
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