Bryan Staniszewski, CPA/PFS, CFP®, AIF®, MBA
CERTIFIED FINANCIAL PLANNER™
Bryan joined Lumsden & McCormick Financial Services in 2012. Bryan graduated from Canisius College with his Master of Business Administration in Accounting and an undergraduate Bachelor of Science degree in Psychology with a Minor in Human Resources and Business Management. He has successfully completed the FINRA Series 7 and 66 exams and holds the Certified Public Accounting (CPA) designation. Bryan also holds the following credentials: Personal Financial Specialist (PFS), licensed by the American Institute of Certified Public Accountants; CERTIFIED FINANCIAL PLANNER™ (CFP®), licensed by the Certified Financial Planner Board of Standards; Accredited Investment Fiduciary® (AIF®), licensed by the Center for Fiduciary Studies™.
Prior to joining us Bryan worked for a national CPA firm and has over ten years of experience in investment services. Since 2005, he has served as manager of the Celtic Soccer Club responsible for the Club’s finances and organization of its annual fundraiser. Bryan serves as President of the Buffalo District Soccer League managing 63 teams with more than 1,000 members; he has held this position since 2010.
Canisius College, Master of Business Administration in Accounting
Canisius College, Bachelor of Science in Psychology with a Minor in Human Resources and Business Management
American Institute of Certified Public Accountants (AICPA) - Certified Public Accountant (CPA); Personal Financial Specialist (PFS)
New York State Society of Certified Public Accountants (NYSSCPA)
Certified Financial Planner Board of Standards - CERTIFIED FINANCIAL PLANNER™ (CFP®)
Center for Fiduciary Studies™- Accredited Investment Fiduciary® (AIF®)
Passed Series 7 and 66 securities exam – Financial Advisor
Buffalo District Soccer League, President 2010-Present, 1st VP 2006-2010
Monday, August 20, 2018
Roughly one in five Americans in the workforce believe that "working for pay" will be a major source of their retirement income for reasons such as having a low level of savings and a high level of debt. If this describes your situation, having some solid data in hand may help give … more
Tuesday, October 3, 2017
Some seniors decide to defer Social Security benefits and, instead, apply for a reverse mortgage to meet their cash flow needs. A recent CFPB report points out the risks and costs you should consider before using this strategy.
Thursday, August 3, 2017
Many seniors are uncertain about their federal retirement benefits, including when benefits start, how to apply, who qualifies for survivors benefits and whether benefits will be subject to income tax.