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

Financial Advisor

716-856-3300

bstaniszewski@LumsdenCPA.com

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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 in Professional Accounting, and Bachelor of Arts in Psychology, 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 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 FINRASIPC. Investment advisory services offered through 1st Global Advisors, Inc

Service Expertise

  • Asset and Income Protection
  • Business and Succession Planning
  • Debt Management
  • Education Planning
  • Estate and Gift Planning
  • Insurance
  • Investment Management
  • Retirement Planning
  • Special Situations
  • Tax Planning
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