Broker Check
Bryan M. Kuderna, CFP®, LUTCF

Bryan M. Kuderna, CFP®, LUTCF

Founder

Bryan M. Kuderna is a CERTIFIED FINANCIAL PLANNER™, Life Underwriter Training Council Fellow, and an Investment Adviser Representative. He has regularly qualified for the industry’s prestigious Million Dollar Round Table®. He is the author of the book, "Millennial Millionaire: A Guide to Become a Millionaire by 30".

With a passion for economics and teaching others, Bryan provides customized and innovative strategies for families and businesses, designed to create financial independence. These strategies have the propensity to protect, grow, and transfer wealth from one generation to the next in a tax efficient manner.  Bryan’s goal is to make sense of the complex world of countless investments, insurances, and other financial products that consume Americans today. Rather than focusing on products, or even processes, Bryan focuses on PEOPLE.

Bryan draws on knowledge from a Bachelors of Science in Finance and Economics from The College of New Jersey. He has also studied at The University of Tampa and The University of Economics in Prague, Czech Republic.  He holds the following professional licenses:  Life and Health Insurance in multiple states, FINRA Series 7, FINRA Series 65, FINRA Series 63, and FINRA Series 6.

In his spare time, Bryan enjoys playing basketball, reading, and traveling. He has successfully completed The National Marathon in Washington D.C., as well as The North American Ironman in Quebec, Canada.  He proudly serves on The Community YMCA’s Board of Directors, The Colts Neck Business Association, The Asbury Park Rotary Club, The Monmouth Ocean Development Council (MODC), and as a Fellow of Lead New Jersey (LNJ), Class of 2016.

His experience has allowed him to speak before medical practices, hospitals, legal associations, and government offices, including:

  • Centrastate Medical Center
  • Raritan Bay Medical Center
  • Morristown Medical Center
  • Goryeb Children's Hospital
  • Jacobi Medical Center
  • CACI International, Inc.
  • Care One, LLC
  • Westlake Golf and Country Club
  • Sunrise Senior Living
  • Monmouth County Department of Labor

 

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.