Brian F. Paluso, CFP^®

CLU^®,AIF^®,RICP^®

Financial Planner

HPK Provident Advisors

100 Emerson Lane, Ste 1509
Bridgeville, PA 15017

FINANCIAL ADVISOR'S WEBSITE

www.hpkprovident.com

(724) 463-1331 CONNECT WITH Brian

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$500,000

General

Brian Paluso is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at HPK Provident Advisors in Bridgeville, PA and the surrounding communities.

Financial Advisor Experience

Social Security planning is both an area of specialty and passion for Brian. For more than 10 years, Brian has trained hundreds of fellow professionals and guided thousands of investors towards better retirement by helping to increase Social Security benefits. As a Certified Financial Planner®, Certified Life Underwriter®, Accredited Investment Fiduciary ®, and Retirement Income Certified Professional® Brian brings a wealth of insights on Social Security, financial planning, and overall market knowledge. Prior to joining HPK, Brian enjoyed 25 years of success as a representative at several large asset management firms where financial advisors were his clients. He now has the opportunity to implement on your behalf some of the most sound strategies he learned (and taught) nationwide. A graduate of Boston College, Brian was raised in Washington, PA and now resides in Carnegie, PA with his wife and three children.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 65, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - RICP^®

Insurance Licenses

Life insurance: PA, FL
Fixed annuities: PA, FL
Variable annuities: PA, FL, VA, SC

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Annuities, Banking, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Nontraditional Households, Personal Taxes