Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Brian serves as the manager of a division within Planning Solutions Group; a Fulton MD hybrid RIA with over $500 million in assets under management. The division he manages, called PSG Clarity, is a unique planning team that focuses on affordable & efficient financial planning for hard working Americans who have been under served by the investment management industry thus far. Generally focusing on individuals under a certain threshold of investable assets, rather than above it, Brian & his team help everyday folks accomplish financial goals that have thus far proved difficult due to complexity,...
Selecting a skilled financial advisor—a relationship that will potentially last a lifetime—is an important decision.
You will work closely with your financial advisor throughout life’s greatest moments as well as most difficult times to reach goals that you likely have set in motion decades before they come to fruition. We understand this is a significant decision for you and your family.
With multiple CERTIFIED FINANCIAL PLANNER ™ practitioners on staff, and our partnership with the award-winning broker/dealer, Commonwealth Financial Network®, you have a team of distinguished, credentialed,...
Erik Johnson (CRD# 2185673) is an Investment Advisor Representative working at Private Fund Advisors, Inc. in Arnold, MD and has more than 24 years of experience in the finance industry.
James Kantowski (Jim) (CRD# 4417452) is an Investment Advisor Representative working at JSK Financial Services, LLC in Annapolis, MD. He has over 20 years of experience being both a CFP and CPA. He takes a fiduciary oath; he is not a brokerage firm. This means he puts your needs first and is committed to providing objective, thoughtful, and independent advice at a fair and reasonable cost.
Jim has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates...
Theodore Kuczarski (CRD# 5262431) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Baltimore, MD and has over 9years of experience in the finance industry.