Introduction to Brian
Hear how Brian approaches personal wealth management.
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Client Relationship Specialist
Wealth Advisor
Brian Kazanchy
CFP®, CFA, MBA
Partner and Wealth Advisor
LinkedInWith more than 15 years of wealth advisory experience, Brian Kazanchy directly counsels and advises clients on wealth management and financial planning. He has a particular focus on the unique planning and investment needs of Business Owners. He is credited with developing, implementing, and communicating many of RegentAtlantic’s investment strategies. Brian serves on the Firm’s Board of Managers.
In addition to being a Chartered Financial Analyst Charterholder and a CERTIFIED FINANCIAL PLANNER™ certificant, Brian holds an MBA with a concentration in Finance from Fairleigh Dickinson University and a BA in Finance from the University of Richmond. He also studied Finance abroad at the University of Warwick in Coventry, England. He has appeared on the Fox Business channel as a guest panelist and has been quoted in The Wall Street Journal, Smart Money, The Star Ledger, and International Herald Tribune. Brian is a member of the CFA Institute and CFA Society New York.