I'm excited to join such a well-recognized team and the prospects of working with Brian to help individuals and families accomplish their financial goals. - Nick Ibello
Fulton, MD (PRWEB) August 05, 2014
Nascent financial planning organization PSG Clarity has hired Nick Ibello, formerly of T. Rowe Price as an Associate Financial Advisor. Nick will not only be assisting Clarity manager Brian Kuhn but also Planning Solutions Group partners Robert Carson, Donald Hannahs, and Timothy Kvech. "We are incredibly excited to add Nick to the team," Kuhn said. "I am confident that Nick will be playing a large role in providing quality solutions for our customers."
"I'm excited to join such a well-recognized team and the prospects of working with Brian to help individuals and families accomplish their financial goals," Ibello added.
Nick joins PSG after spending three years at T. Rowe Price, holding a mutual fund accounting and an internal sales position. Nick earned his Bachelor's degree in Economics from St. Mary's College of Maryland and played soccer there for four years. He is a local to Baltimore and went to Calvert Hall for high school. He currently resides in Baltimore City, in the Canton area. Nick holds his FINRA Series 7, 63, & 66 registrations. In addition, Nick is currently completing the required coursework for the Certified Financial Planner (CFP) designation.
About PSG Clarity
PSG Clarity is a unique planning team that focuses on affordable and efficient financial planning for hard working Americans who have been under-served by the investment management industry thus far. Generally focusing on individuals under a certain threshold of investable assets, rather than above it, Brian and his team help everyday folks accomplish financial goals that have thus far proved difficult due to complexity, procrastination, or being overlooked by other planners. Clarity is located in Fulton, MD, a short drive away from Columbia and Baltimore.
With 13 years in the financial planning field, Brian Kuhn focuses his practice in the areas of retirement planning, investments, and insurance protection, with a special interest in assisting public sector employees. He is the author of “Total Compensation: A Practical Guide to Federal Employee Benefits,” has been quoted in What’s Up Annapolis magazine, Taste of the Bay magazine, The Severna Park Voice, and on Michael Hodes Estate Planning radio show. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU®), and Certified in Long Term Care (CLTC). He also holds his FINRA Series 7, and 66 registrations.
Securities offered through Triad Advisors, Member FINRA / SIPC. Advisory Services offered through Planning Solutions Group, LLC. Planning Solutions Group, LLC is not affiliated with Triad Advisors. PSG Clarity is a division of Planning Solutions Group, LLC.
PSG Clarity is located at 8161 Maple Lawn Boulevard, Fulton, MD 20759. They can be reached at 301-543-6053, via email at bkuhn(at)psgplanning(dot)com or via their website.