Brian J. Brescia,  CFP<sup>&reg;</sup> - Financial Advisor

Brian J. Brescia, CFP®

CPA,

Global Trust Asset Management, LLC

11300 US Highway 1, Ste 600
Palm Beach Gardens, FL 33408
(561) 472-0191

General

Brian Brescia is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Global Trust Asset Management, LLC in Palm Beach Gardens, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Financial Advisor's Specialties

Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Corporate Finance, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Men's Finances, Special Needs, Personal Taxes, Women's Finances

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