Thursday, February 16, 2023: Financial and Investment Planning with Brian Stigliano
Thursday, February 16, 2023
@6:30 PM
FINANCIAL AND INVESTMENT PLANNING
with
Brian Stigliano
Valley Financial Management, Inc.’s Head of Advisory and Financial Planning
IN PERSON and ONLINE
RSVP to receive the venue address/link to join the discussion online: PolishAmericanBusinessClub@
Briand Stigliano is Valley Financial Management, Inc.’s Head of Advisory and Financial Planning. Mr. Stigliano has over 15 years of experience with a focus on investment management, tax planning, estate planning, and retirement planning.
Prior to his current role, Brian was a Wealth Management Advisor at TIAA where he helped high-net-worth individuals develop comprehensive plans to address their complex financial needs.
Mr. Stigliano earned a BS degree in Business Management from the College of New Jersey and and MBA in Finance and Marketing from Columbia University. He is also a CFP professional.