Brian Clouden

Planner

Knowing who you are financially is vital in planning a successful and prosperous retirement. That is the mantra of Sgroi Financial's Registered Representative Brian Clouden. With over 12 years of financial planning and investments experience, Brian helps his clients understand the importance of systematically creating, growing, preserving and protecting wealth through appropriate high quality investment opportunities. He is also uniquely qualified in matters concerning local, state and federal governmental and educational employees.

Some of his Specialties Include:

  • Comprehensive analysis of the client’s current financial situation
  • Educated in the NYS pension/retirement plan
  • Works with dozens of local school districts and hundreds of their employees' 403b/TSA plans
  • Well versed in many local 401k plans & NYS Deferred Comp (457b)
  • Individual Long Term Care and Life Insurance
  • Individual Retirement Accounts (IRAs), Traditional and Roth
  • Rollover IRAs and College Planning

Education

  • Canisius College, Buffalo NY – Bachelor of Arts
  • D’Youville College, Buffalo NY – Post-graduate

Professional Experience

  • Sgroi Financial, LLC – Financial Planning.
    Currently hold Series 7, Series 63, Life, Accident and Health licenses
  • Frequent appearances on the Sgroi Financial money segment on WKBW “AM Buffalo” TV show

Community Involvement

  • Volunteer Community Education Teacher – Orchard Park, Iroquois, Hamburg and Alden
  • Volunteer – Junior Achievement
  • Hamburg Junior Baseball/Softball Coach for 7+ years
  • Hamburg Municipal Hockey Association – Level 4 USA Hockey Certified Coach
  • Member of Knights of Columbus (KOC) – Hamburg Council 2220
  • West Seneca Youth Hockey Assocation Coach