Boasting more than 30 years of experience in accounting, auditing, and taxation for both corporate and individual clients, Brian Simonetti stands out for his comprehensive financial expertise. He holds his Series 6, Series 7, Series 63, Series 65, and Life, Health, Variable Life, and Variable Annuities licenses through Equitable, Member of FINRA and SIPC.
Brian earned a Bachelor of Science Degree from LIU Post and is an active member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of CPAs.