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
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.