Brian is an accredited investment fiduciary. He provides comprehensive financial advice, including investment management, retirement planning, estate planning, and insurance/benefit planning. Additionally, Brian works with business owners designing employee benefit strategies and executive carve-out programs. “We focus on our client’s specific needs, and deliver a detailed plan to help them pursue their goals.”
His career began in 1980 at the predecessor firm of Jensen, Marks, Langer & Vance LLC after receiving a Bachelor of Science in Business Administration from SUNY at Buffalo. He earned the Chartered Life Underwriter and the Chartered Financial Consultant designations from the American College, and his CFP® from the Certified Financial Planner Board of Standards Inc. Brian has instructed CPE for the Internal Revenue Service, the NYS Insurance Department, and monitored CFP® Ethics courses. A past president of the Buffalo Chapter, Society of Financial Service Professionals, and later presented with their Distinguished Service Award, his industry accomplishments include being a life member of the Million Dollar Round Table, and earning the National Association of Insurance and Financial Advisors’ National Quality Award “in recognition of outstanding service to his clients and industry.”
Brian Jensen offers investment advice through LPL Financial, a registered investment advisor.