Brenton F. Stransky
WEALTH ADVISOR, CFP®
Counsel For Wealthy Families
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San Diego: 760-230-3067 || Personal Assistant, Alyssia 800-440-4108 || [email protected]
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I have a MBA from NYU with an emphasis in Economics and Finance and I’m a CFP®. I have advised wealthy families since 2005. Access my FINRA record here.
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My clients have direct access to me, as well as insight from a team of 25+ advisors at Independence Square Advisors, my RIA.
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We have access to some of the best market research and estate planners through LPL, as well as access to 1000s of investments.
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LPL Financial is our B/D. Independent firms don’t have proprietary products – it helps reduce the risk of bias. LPL is the nation’s largest independent B/D with over 20,000 advisors and $1.2T under management (According to FP Magazine, 2020)
About Brent
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Experience:
- Brent has 18 years of experience as the lead financial advisor for individuals and families
- He holds a Series 7 Securities license and Series 66 Uniform State Law License with LPL Financial. He also has a Life Insurance license – all to offer clients and families a broad solution set
- Before joining Independence Square Advisors in 2013, Brent was a Vice President at National Penn Bank (now Truist) in the Philadelphia Region
Education:
- In 2015, Brent earned a MBA from New York University with an emphasis in Finance and Economics. He has an undergrad from Susquehanna University
- Brent has a Certificate of Financial Planning from Boston University
- He is a CERTIFIED FINANCIAL PLANNER™
He enjoys traveling with his wife, Barbara, and trivial pursuits including Chess, Wine, and volunteering with BBBS.
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San Diego: 760-230-3067 || Personal Assistant ,Liz (Philadelphia Office) 800-440-4108 || [email protected]
Office Locations
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Independence Square Holdings, LLC, a registered investment advisor. Independence Square is a separate entity from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, DC, DE, FL, MD, MO, NC, NJ, NY, PA, TX, VA, WA.
LPL Financial Form CRS Link
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