Black Friday Offer till Nov 30th ! Unlimited Continuing Education only @$299 $199 (2 Days Left) CLICK HERE to view.
Black Friday Offer till Nov 30th ! Unlimited Continuing Education only @$299 $199 (2 Days Left) CLICK HERE to view.
Brian Carney is the co-founder and face of
RiversEdge Advisors, LLC. From helping clients to business development to
volunteering in the community, his passion and zeal for financial planning shines
through in all that he does.
Beginning in 2001, Brian has spent his entire
career in the financial services industry, working two local firms prior to
merging his practice with RiversEdge Advisors in 2014. Not only has this merger
allowed Brian to continue providing purely independent and conflict-free
financial advice but has given him the opportunity to truly hone his craft and
share that with each and every one of his clients. As his experience has
evolved, Brian has found his niche serving business owners and entrepreneurs
seeking comprehensive planning services.
A lifelong Delawarean, Brian graduated from
the Tatnall School and Ursinus College. He has earned various industry
designations including CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial
Consultant® (ChFC®), Certified Divorce Financial Analyst™ (CDFA™), Accredited
Investment Fiduciary® (AIF®), and Certified Exit Planning Advisor (CEPA®).
Simplifying the complex, obtaining the seemingly unobtainable, and empowering
his clients to feel financially confident are what motivate him on a regular
basis. On any given day, you can find Brian going above and beyond to make sure
his clients are well taken care of. As a gentleman with a positive
attitude and proactive demeanor, Brian is heavily involved with client
relations. His personality and dedication enhance the RiversEdge client
experience from start to finish.
Brian is married to his college sweetheart,
Kristen, and together they have three children. As a family, they spend a lot
of time exploring and making long-lasting memories together. Brian is a
volunteer coach for his sons' football, basketball and baseball teams, and
loves any chance he gets to spend with his family. Passionate about animals,
their family regularly fosters dogs through Out of the Woods Rescue in Medford,
New Jersey. With Kristen leading the way, Brian’s family fostered and helped 17
dogs find forever homes over the past 2 years. When he isn’t dedicating his
time to his family, sports, or animals, Brian is heavily involved with his alma
mater, the Tatnall School, in Wilmington, Delaware.
AC
Great seminar
JB
One of the best instructors, great slides, was focused on the program. Did not stray off on items not relevant, like a couple of instructors. I will review this webinar online again
KM
The questions were relevant to reinforce the learning.
AC
This presenter was one of the most effective and enthusiastic I have seen. The slideshow could have been a little bit more detailed for continued reference, but the conciseness is also appreciated. This topic is a pretty involved one....I would like to see a 2 or 3 hour seminar to allow for a bit more discussion and depth.
ZH
Very helpful learning the different retirement plans
CL
One of the best webinars I’ve been to this year! The presenter broke everything down so clearly! Thanks!
CH
good
JP
This was the best free CPE I have ever had. I knew the basics but it was a good refresher course. Thank you!!
LC
I thought the presenter and the material was helpful and relatable to my clients. Very informative and helpful CPE.
TL
Good overview of the different retirement plan options for a business
BS
Super interesting Webinar on retirement that anyone can use even if their current job responsibilities are not related to the topic. i would listen to more webinars from this presenter on the topic
JS
Great presentation and great instructor.
QL
Excellent explanation.
CM
I'm frequently asked retirement plan questions, and I'm not really prepared to answer them. This was beneficial.
JB
Excellent job! He spoke clearly with good examples. Great slides!
JG
I was really impressed with the presenter! Well organized and clear.
DD
Great presentation. Good use of examples.
DD
Great course with overviews on the many options for retirement plans. Examples were very helpful.
CRC
Effective, informative presentation.
FC
Very knowledgeable.
BW
Good quality
HK
No additional comment
PT
simply explained the highlights of the different plans
TC
Very good presentation; clear and concise.
RF
It was an interesting overview of retirement plans.
