Brian Power
CFP®
Gateway Advisory, LLC
Principal/Wealth Management Advisor
Brian Power
CFP®
Gateway Advisory, LLC
Principal/Wealth Management Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Brian Power, CFP®
Brian Power is a fee-only financial advisor with offices in Westfield and Toms River, NJ. As a fee-only, fiduciary, and independent financial advisor, Brian Power is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Brian Power is one of the principals of Gateway Advisory, LLC, established in 2010. Prior to forming Gateway Advisory, LLC Brian was a Vice President and investment advisor at Merrill Lynch. He has devoted his professional career to working with clients and their families to understand not only their financial needs and goals but to learn about their personal goals and favorite past times. He has over 25 years experience in the financial industry.
Brian earned his Bachelors of Science Degree from Rutgers University, his Certified Financial Planning Designation (CFP®) from NYU and his Masters of Science in Financial Planning from the College for Financial Planning.
Brian is a New Jersey native. He dedicates his free time attending events and activities for his 4 children.
Gateway’s Wealth Managers offer hands-on, integrated financial planning and investment services designed to simplify your financial affairs and align them with your family values and aspirations. We believe managing wealth is more than investing — as your trusted advisor we coordinate your whole financial picture, to protect and provide for your family, your legacy, your charitable intentions and future generations.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Brian Power is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Brian Power is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Brian Power is an Accredited Investment Fiduciary® (AIF)Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.
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Brian Power is Quoted in US News and World Report: "10 Money Steps to Take Before Your 70th Birthday"
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Brian Power is Quoted on CNBC: "Advisors go high-tech to better serve savvy clients"
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Brian Power is Quoted on NJ.com: "The value of 'counting your chickens' | Biz Brain"
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Brian Power is Quoted on NJ 101.5: "THE BENEFITS TO HAVING A FINANCIAL PLANNER"
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Brian Power is Quoted by Reuters: "Four pro tips for year-end financial planning"
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Brian Power is Quoted on EKS Associates Blog: "Is This Income Taxable?"
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Brian Power is Quoted on FinancialAdvisorIQ: "Advisors Who Mix Clients With Alcohol"
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Brian Power is Quoted in The Fiscal Times: "3 Money Moves to Make When Stocks Are Sinking"
Contact Brian Power
Office Locations:
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236 Washington Street
Suite 1A
Toms River, NJ 8753 -
900 South Avenue West
Westfield, NJ 07090
