Brian is an Accredited Investment Fiduciary® committed to providing comprehensive financial guidance. His expertise includes investment management, retirement and estate planning, as well as insurance and benefits strategies. Additionally, he works closely with business owners to develop customized employee benefit programs and executive carve-out solutions. “We focus on our clients’ unique needs and values to create a strategic plan that helps them pursue their financial goals.”
Brian began his career in 1980 at the predecessor firm of Jensen, Marks, Langer & Vance LLC after earning a Bachelor of Science in Business Administration from SUNY Buffalo. He has since attained the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College, as well as the CFP® certification from the Certified Financial Planner Board of Standards Inc.
A respected leader in the financial industry, Brian has taught Continuing Professional Education (CPE) courses for the Internal Revenue Service and the New York State Insurance Department, in addition to overseeing CFP® Ethics courses. He is a past president of the Buffalo Chapter of the Society of Financial Service Professionals and a recipient of its Distinguished Service Award.
Brian and his wife, Claire Oshei, split their time between Buffalo, NY, and Sarasota, FL. They are active in community volunteer work and enjoy traveling, as well as spending time with family and friends.
Brian Jensen offers investment advice through LPL Financial, a registered investment advisor.