Bryan J. Staniszewski, CPA/PFS, CFP®, AIF®, MBA

Director of Wealth Management and Planning

716-856-3300

bstaniszewski@LumsdenCPA.com

Connect on LinkedIn

PRINT PDF BIO
 

Bryan joined Lumsden & McCormick Financial Services in 2012 with over 15 years of experience in investment services. Bryan delivers custom, holistic solutions that fit an individual’s entire financial situation, understanding the importance of cash flow, the role of taxes, wealth preservation, and how legacy building and overall wealth goals factor into the creation of a comprehensive wealth plan.

EDUCATION

Canisius College, Master of Business Administration, Professional Accounting
Canisius College, Bachelor of Arts, Psychology with a minor in Human Resources and Business Management

PROFESSIONAL

American Institute of Certified Public Accountants 
   - Certified Public Accountant (CPA)
   - Personal Financial Specialist (PFS)
New York State Society of Certified Public Accountants
Certified Financial Planner Board of Standards
   - CERTIFIED FINANCIAL PLANNER™ (CFP ®)
Center for Fiduciary Studies™- Accredited Investment Fiduciary® (AIF®)
Passed SIE, Series 7, and 66 securities exam – Financial Advisor*

COMMUNITY

Buffalo District Soccer League, President 2010-2016, 1st VP 2006-2010

FUN FACTS

When he isn’t playing soccer, Bryan spends his free time with his wife and twin son and daughter.

 

*Securities offered through 1st Global Capital Corp., Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc. 
 

Service Expertise

Industry Expertise

Upcoming Events

2019 Lumsden McCormick Recruitment Open House

2019 Lumsden McCormick Recruitment Open House

September 19, 2019

Register today to attend our 2019 Recruitment Open House!

Learn More
Business Development Incentives for Manufacturers Webinar with Invest Buffalo Niagara

Business Development Incentives for Manufacturers Webinar with Invest Buffalo Niagara

September 25, 2019

Understand what opportunities are available to help your business grow such as 0% state corporate income tax. Ask Cory and Alan questions at the end of this informational webinar.

Learn More
SIGN UP TO RECEIVE OUR LATEST ARTICLES, NEWSLETTERS, AND EVENTS. SIGN UP

Comprehensive. Proactive. Accessible.
How Can We Help?