My favorite part of this business is unlocking a solution that lets a client save more for retirement, pay less in taxes, and puts them at ease about their future.
Brent Schleicher, CFP®
Partner
Focus Area
Investment Selection & Analysis and Retirement Income Planning
Brent’s Story
For twenty years, Brent has been instrumental in helping individuals and organizations grow their wealth and secure a sound financial future. This experience assists him with developing comprehensive investment portfolios and financial plans that achieve a wide variety of client goals. As a partner of CenterBridge Planning Group, Brent appreciates the synergies and knowledge his other partners bring to the table. This team approach allows Brent to deliver the highest level of professional expertise and service.
While seeking his Finance degree at Ithaca College Brent got an early start in the investment and financial planning field as an active participant in one of the first on-campus Level II trading rooms. Those early dedications instilled lifelong passions that enhance his client relationships today.
Education
Ithaca College, BA
Credentials
CERTIFIED FINANCIAL PLANNERTM Professional (CFP®)
FINRA Series 7, 63, and 65 registrations, as well as Life, Accident and Health Insurance licenses
New York States Partnership Program for Long Term Care
About Brent
Brent resides in Dewitt with his wife and young daughter. Outside of the office he enjoys fishing, golfing, boating on the St Lawrence River, and trying to keep up with his daughter. He is also an avid SU basketball fan.
Contact
P: (315) 760-3367
Meet the rest of the team.
Buffalo Office:
126 Professional Parkway
Lockport, NY 14094
P: (716) 626-7060
F: (716) 650-4220
Syracuse Office:
443 N. Franklin St.
Suite 215
Syracuse, NY 13204
P: (315) 760-3375
F: (315) 218-7100
CenterBridge Planning Group
This communication strictly intended for individuals residing in the states of AZ, CA, CT, DE, FL, GA, IL, KY, MA, MD, MN, NC, NE, NJ, NV, NY, PA, SC, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA, SIPC, a registered investment adviser. Fixed insurance products and services offered through CES Insurance Agency. Privacy Policy
© 2023 CenterBridge Planning Group
Syracuse Office:
443 N. Franklin St.
Suite 215
Syracuse, NY 13204
P: (315) 760-3375
F: (315) 218-7100
Buffalo Office:
126 Professional Parkway
Lockport, NY 14094
P: (716) 626-7060
F: (716) 650-4220
CenterBridge Planning Group
This communication strictly intended for individuals residing in the states of AZ, CA, CT, DE, FL, GA, IL, KY, MA, MD, MN, NC, NE, NJ, NV, NY, PA, SC, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA, SIPC, a registered investment adviser. Fixed insurance products and services offered through CES Insurance Agency. Privacy Policy
© Copyright 2014 - 2023