Brian Kern, CPA
Financial Advisor
Brian is a licensed financial advisor holding both Series 7 and Series 66 registrations, which he brings to bear alongside his advisory work with real estate organizations on tax strategy, transactions, and long-term planning initiatives. He works closely with real estate owners and investors on entity structuring, acquisition planning, and opportunities tied to growth, drawing on his securities and investment background to inform these decisions. His experience also includes due diligence and tax credit strategies, along with broader planning support for businesses and private clients navigating complex financial decisions His financial advisory credentials add particular value in aligning client tax and investment strategies.
Education
Canisius University, Bachelor of Science, Accounting with a concentration in Accounting Information Systems
Community
Boys & Girls Club of Elma, Marilla, Wales, former Board Member
Salvation Army Buffalo Area Services, formerly
Professional
American Institute of Certified Public Accountants
NYCPA – The New York State Society of CPAs
Series 7 – General Securities Representative Qualification Examination
Series 66 – Uniform Combined State Law Examination