(800) 689-4851
Locate a Speaker
Brian Losey
20033 Detroit Rd
Rocky River, OH 44116
Profession:
Financial
Workshops Offered:
Asset Allocation & Modern Portfolio Theory, College Planning, Exploring Your Options for a Quality Retirement, Financial Blunders - Lessons We Never Learn, Getting Fiscally Fit, Getting Your Financial House in Order, Investing Basics for Women, Investment Concerns in a Fragile Market, Is a Roth IRA Right for You, Life Insurance and You, Roth IRA - America's Next New Tax Break, Strategies for a Sustainable Income in Retirement, Understanding 401K Rollovers, Women Approaching Retirement and Beyond
About Me:
Brian Losey, Carriage Financial Advisor
Brian has dedicated his career to helping clients achieve lifelong financial goals and manage risk since he graduated from college in 1994. He established Carriage Financial Group in 2002, where he focuses on serving both individual and commercial clients. Brian believes in empowering his customers, communities, businesses and organizations with financial awareness. The president of the Northeast Ohio Society for Financial Awareness, Brian is also a member of St. Raphael’s parish in Bay Village, where his lives with his wife of ten years and two children.
www.carriagefinancialgrp.com
Why SOFA?

The Society for Financial Awareness is a nationwide 501(c)(3) non profit public benefit corporation. Our mission is to provide financial education across America, one community at a time. Founded in 1993, we have had the privilege of working with various prominent companies and organizations. Our financial education outreach and years of continued success has provided us name recognition, a reputation of excellence, and most importantly the opportunity to impact lives.

Our members conduct financial education seminars to companies and organizations; satisfying the Department of Labor's requirement, ERISA 404(c). Our seminars are completely FREE of charge and there is no selling of financial products at our events.

Download the Information Packet to learn more about SOFA >>>