Brian Eberle, CFP^®, RICP^®, CLTC 

CA Insurance License # 4079319

Brian Eberle has been helping clients plan for retirement since 2009. As the team lead and a retirement income specialist, he focuses on working with individuals and couples who are approaching or already in retirement. As a CERTIFIED FINANCIAL PLANNER® professional and holder of the RICP® and CLTC designations, Brian provides clients with informed, personalized strategies tailored to their retirement goals.

Brian’s approach is centered on simplifying complex financial topics. He works closely with clients to help them understand their options, address challenges, and make confident decisions about their financial future. His planning process is rooted in education, problem-solving, and long-term security.

Outside the office, Brian enjoys high-energy hobbies like car racing, rock climbing, and mountain biking. He was a four-time national mountain biking champion and represented Team USA at four world championship rounds. He also values quality time with his family—especially during their ski trips, where adventure and connection come together.

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.