Brian J. Clouse, CRPC®
Brian is personal financial consultant for Three Rivers Wealth Management Group and is a registered representative of Mid Atlantic Capital Corporation.
Brian began his professional career as a financial advisor in 2005 with one of the leading financial planning firms in the industry. His dedication to his clients, reliability, and financial planning expertise have allowed him to build a noteworthy network of loyal clients.
While helping his clients navigate the recent uncertain financial times, Brian saw a need for a more comprehensive, relationship-based financial planning process that integrated services critical to his client’s financial success, such as proactive tax management strategies, accounting and legal services. Teaming up with Three Rivers Wealth Management Group offered Brian the chance to offer these additional valuable and essential benefits to his clients, while continuing to provide an unparalleled level of financial planning services.
In addition to his dedication to his individual clients, Brian services the benefit needs of institutional clients on both the for profit and not-for-profit side. By providing unbiased and independent recommendations to the businesses he consults on Retirement Plans, Health and Welfare Benefits, Group Benefits and Executive Deferred Compensation plans, Brian is able to increase the amount and scope of clients in which he is able to positively impact.
Brian is a highly qualified Wealth Manager. He has earned his LAH (Life, Accident & Health) & CRPC (Chartered Retirement Planning Counselor) designations as well as numerous industry accreditations including his Series 7 and Series 66. During his first year in the financial planning business, Brian was presented with the First Year Top Achiever Award and also has been the recipient of the prestigious Mercury Award.
An alumni of the University Of Pittsburgh, and native of Harwick, Brian currently resides on in Monroeville with his wife Danielle and their Bulldog puppy named Pierogie.