Brian K. Schiess CFP®

Brian’s role involves working with clients to formulate planning goals, developing and implementing wealth management strategies and monitoring clients’ progress in working towards their financial and investment goals.

Professional Designations:

CFP®

Education:

William Paterson University, B.S., in Finance and Financial Planning

 

What do you value most in your client relationships?

Working with engaged clients to help them achieve their dreams and goals. It is rewarding when clients can step back and see the big picture and realize the value that we add as their financial advisers.

What sparked your interest in financial planning? What fuels you every day in your work?

Financial planning is a discipline that is steeped in academia which has always been important to me. It requires strong research and analytical skills as well as effective interpersonal and communication skills. On a day-to-day basis, it is exciting to have the opportunity to put pen to paper, analyze complex situations and develop sophisticated strategies. I also enjoy having the opportunity to meet and get to know many different types of people and help them accomplish their goals.

What do you enjoy most about working at Modera?

The collaborative, collegial, and conscientious work culture.

How do you do good in your community?

I am a member of the Greater Westwood Rotary club helping to organize and sponsor many civic events that allow us to give back to the community and those that may be in need.

I also volunteer my voice at St. Francis of Assisi Parish in Ridgefield Park as a cantor and member of the choir.

Let’s Talk

Modera Financial Planning & Wealth Management
56 Jefferson Ave., Westwood, NJ 07675
(201) 768-4600