Brian Hill, CFP<sup>&reg;</sup> - Financial Advisor

Brian Hill, CFP®

Strategic Path Retirement

242 E. Main Street
Carnegie, PA 15106
FINANCIAL ADVISOR'S WEBSITE
(412) 489-5174

General

Brian Hill is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Strategic Path Retirement in Carnegie, PA and the surrounding communities.

Financial Advisor Overview

Brian holds his Series 7, 6, 63 and 65 securities registrations through LPL Financial and is licensed through the various states such as PA, WV, OH, SC, and NC for life, health, disability insurance. In addition, he has earned his Certified Financial Planning (CFP®) designations. Brian uses his considerable experience and training to develop comprehensive financial plans for his individual and business clients that often include hands-on investment management approaches, estate and risk management strategies, tax planning, business analysis, and distribution plans for retirement.

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Financial Advisor Experience

Brian is an experienced financial planning professional that specializes in all areas of financial planning, estate planning and asset management. For more than 9 years, Brian has focused on helping his clients—individuals, families and small businesses— address their specific financial goals and objectives.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: Pennsylvania, Ohio, West Virginia
  • Fixed annuities: Pennsylvania, Ohio, West Virginia
  • Variable annuities

Broker-Dealer Affiliation

Commonwealth Financial Network®

Broker-Dealer Disclaimer

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Investment Management, Getting Divorced, Employee Benefits, Limited Partnerships, Mutual Funds, Irregular Income, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Medical & Health Issues, Sudden Wealth

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Helpful Financial Planning Resources