Broker Check
Bryan M. Kuderna, CFP®, RICP®, LUTCF

Bryan M. Kuderna, CFP®, RICP®, LUTCF

Founder

Bryan M. Kuderna  holds the CERTIFIED FINANCIAL PLANNER™, Retirement Income Certified Professional, Life Underwriter Training Council Fellow designations and he serves as a Investment Adviser Representative with Kuderna Financial Team. He is a perennial qualifier for the industry’s prestigious Million Dollar Round Table®, Leaders Club, and Inner Circle. He is the author of the best-selling book, “MILLENNIAL MILLIONAIRE- A Guide to Become a Millionaire by 30”.

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 has 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.

His experience working with clients, ranging from families to businesses, has allowed him to speak before medical practices, universities, hospitals, legal associations, and government offices. He is a contributor to Forbes, CNBC, Success, Entrepreneur, Business Insider, and more.

In his spare time, Bryan enjoys spending time with his wife, Anita, and their three children. 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, Fellow of Lead New Jersey (LNJ)- Class of 2016, and The Monmouth Ocean Development Council (MODC).

Bryan holds the following Professional Licenses:
-Life and Health Insurance - Licensed in multiple states
-FINRA Series 7 – Full Line Broker
-FINRA Series 65 – Uniform Investment Advisor
-FINRA Series 63 – Uniform Securities Agent
-FINRA Series 6 – Mutual Funds and Annuities

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. CA License: 0K04194