Brian J. Belcastro
President
Money Coach
Investment Advisor
Brian founded THE $ COACH, LLC in 2011. His unique approach to client service is what sets him apart.
His top priority is being available for his clients and an unmatched level of follow through, and he specifically structures his practice to allow this.
Waiting any lengthy period to h
Brian J. Belcastro
President
Money Coach
Investment Advisor
Brian founded THE $ COACH, LLC in 2011. His unique approach to client service is what sets him apart.
His top priority is being available for his clients and an unmatched level of follow through, and he specifically structures his practice to allow this.
Waiting any lengthy period to hear back from your financial professional is just not an acceptable practice to Brian, who prides himself on returning any missed client calls as priority number one.
Brian began his career in the financial services industry in 1997. He has more than 20 years of experience professionally managing client assets and providing financial advice (9 plus years as an independent producing branch manager before founding THE $ COACH, LLC).
Brian's oversight of client assets in the multiple tens of millions of dollars has been with a spotless regulatory and compliance record.
He has held his series 7 (General Securities Representative), 9/10 (General Securities Sales Supervisor), 66 (Registered Agent and Investment Adviser), his California Life Insurance License, as well as having been SAFE mortgage certified.
Brian attained the designation of Certified Financial Manager (CFM) while employed with Merrill Lynch in 1999.
He has also been entrusted as a firm principal with multiple companies, developing many of his best practices while employed with Raymond James Financial Services, Inc., Wells Fargo Advisors, LLC, and Merrill Lynch, among others.
In 2017, Brian wrote the book 1, 2, 3... FINANCIAL SUCCESS!!!, a guide for individuals to create their own "Consolidated Financial $tatementTM."
This proprietary tool summarizes ones budget and net worth, along with compiling a list of actionable improvements and also analysis. It's an easy to use tool for gaining control over ones daily finances and improving financial health over time.
Brian has an ongoing desire to go above and beyond for his clients. He does this with a highly personalized focus on each client’s unique situation and by developing an ongoing process of financial management tailored towards each client’s financial success.
Brian received his BS in Business Administration & Finance from Sonoma State University in California in 1997. He believes his industry experience and his continuously increasing financial expertise make him a great candidate for your financial advisor.
At THE $ COACH, LLC we treat our clients with courtesy and operate with the highest level of integrity. Our goal is realistic, honest financial advice that achieves results.
Uncovering a path to your financial freedom and your maintained financial success is our objective. Our various services and tools will be implemented to help reach these goals.
"We are here to help... not to judge," Brian likes to say. Have full confidence that your information will be kept confidential and secure.
It is important for us to discuss your personal situation so we can uncover the areas where we may be of assistance to you. We'll then identify our relevant services and go over our pricing.
Remember, w
"We are here to help... not to judge," Brian likes to say. Have full confidence that your information will be kept confidential and secure.
It is important for us to discuss your personal situation so we can uncover the areas where we may be of assistance to you. We'll then identify our relevant services and go over our pricing.
Remember, we are a fee-only RIA. We do not receive commissions, just a fee for the services we provide you. Our goal is to be your valued long-term, trusted advisor and for you to be our prospering client.
The goal is always the same... your financial success!
We may also be creating your "Consolidated Financial $tatementTM," which is a proprietary, personalized worksheet (given to you to use ongoing) that organizes your finances into a usable tool to enhance your financial management.
It is a printable, concise view of your finances (Usually two pages, summarized on the top page) that quickly points out areas of financial strength and also the areas where improvements can be made.
By updating your data and printing this tool on a regular basis it creates a useful history of your financial progress over time, showing your cash flow, assets and net worth, debt levels, etc.. Whether you are a financial novice or a seasoned expert, we look forward to working with you.
Any time your personal situation changes materially, please let us know as soon as possible so we can make any needed adjustments to your service. Your ongoing financial success is our objective.
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