Staff Directory

Brian Jarosinski, CFP®, ChFC®, CASL®, RICP®

Senior Advisor

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Phone: 301-214-7026

Brian Jarosinski has been in the financial services business since 2006. As a financial planner he currently works with the Retirement Plan Services division, as well as the Private Client Services team. In this role, Brian helps to manage the firm’s retirement clients as well as clients’ personal private assets and comprehensive financial planning through a wide variety of investment/protection vehicles.

Over the years Brian has completed rigorous curriculum to earn his CERTIFIED FINANCIAL PLANNER™ board designation as well as his Chartered Financial Consultant Designation (ChFC). Brian also holds his CASL (Chartered Advisor for Senior Living) designation, which is the leading specialized credential for helping retirees and those facing retirement meet their financial needs. Most recently, Brian passed the curriculum earning him his RICP (Retirement Income Certified Professional) designation. The RICP designation is the newest advanced designation appropriate for helping individuals in the retirement income planning field. Brian also currently holds his series 7 General Securities License, Series 66 Uniform Combined State Law Exam, and Life and Health License. He is also currently an active member of the Financial Planning Association.

Brian is a graduate of the University of Maryland College Park where he was a double major as well as a scholar varsity athlete. He holds the title of Investor Advisor Representative and has licenses in various states for Life Insurance, Health Insurance and Securities.

Brian currently lives in Baltimore, Md. In his limited free time, he is very active in the philanthropic community. He has a long history in the acting community and is also quite active and an enthusiast in various sports and leisure.