Brian Silvestri, Social Security Planner
Brian Silvestri
Registered Investment Advisor, Silvestri Financial & Tax Advisors, Inc.
Professional Profile
Brian Silvestri is a trusted Registered Investment Advisor at Silvestri Financial & Tax Advisors, Inc., located in Maryland. With deep-rooted connections to the local community and a robust educational background, including a bachelor's degree in Finance and International Business from the University of Maryland and an MBA from Loyola University, Brian combines expertise with a personal touch. He began his career at Morgan Stanley, where he excelled as a Director in Global Settlement Operations over eight years, and later served as a project manager at Booz Allen Hamilton for a decade, where he honed his skills in project oversight and business development.
Brian Silvestri has earned the National Social Security Advisor program, demonstrating advanced expertise in Social Security claiming strategies.
As a dedicated financial professional, Brian holds the FINRA Series 65 securities registration and is a licensed Life and Health Insurance professional in Maryland. His commitment to excellence is reflected in his prestigious designations, including Accredited Asset Management Specialist (AAMS), Accredited Portfolio Management Advisor (APMA), and Chartered Retirement Planning Counselor (CRPC), all obtained from the College for Financial Planning. These qualifications enhance his ability to provide comprehensive financial advice, particularly in areas of asset management, retirement planning, and estate issues, catering to the unique needs of clients in the Maryland area.
Outside of work, Brian is passionate about running and embraces the discipline it requires—an ethos he applies to his financial practice. He resides in Harford County with his wife, Jennifer, and their two daughters. The Silvestri family actively enjoys sports and family activities, reflecting a commitment to community and a balanced lifestyle. When seeking a reliable and knowledgeable advisor to navigate investment strategies and social security planning, clients can trust Brian Silvestri's expertise to guide them toward their financial goals.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.