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Our financial advice team


Brian Reiss

Brian Reiss

CFP®, CRPC®, CMFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Three Bridges Wealth Advisors
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Insurance
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Rutgers University, New Brunswick, NJ - B.A. 1991

Community participation

  • Trenton Area Soup Kitchen
  • Board Member and Volunteer - United Way of Hunterdon County
  • Assistant Scoutmaster - Boy Scout Troop 59 Hightstown, NJ