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Brian Fylak, CFP®, has extensive work experience in the financial planning and investment advisory field. Brian currently holds the position of Senior Financial Planner at MissionSquare Retirement, starting in February 2022. Prior to this role, they worked at Alight Solutions as a Financial Investment Advisor from March 2013 to February 2022.

Before joining Alight Solutions, Brian held various positions at TIAA-CREF from 2001 to 2013. These roles included Retirement Consultant, Customer Resolution Manager, Centralized Wealth Management Advisor, and Senior Individual Consultant. Brian excelled in providing needs-based consulting and sales to participants, consistently exceeding goals for call efficiency and sales growth targets. Brian also demonstrated outstanding customer service skills, maintaining a satisfaction level of over 95% each year. In addition to their consulting work, they took on project management and leadership roles and prepared weekly brokerage sales reports for management.

Prior to TIAA-CREF, Brian worked as an Account Officer at TD Waterhouse in 1999 and as a Second Vice President - Investments at Salomon Smith Barney from 1994 to 1999. Brian began their career as a Financial Consultant at Merrill Lynch from 1990 to 1994. Before joining Merrill Lynch, Brian worked as an Account Executive at Halpert, Oberst & Co. from 1987 to 1990 and as a 401(k) Plan Administrator and Manager at Oppenheimer & Co. from 1985 to 1987. Brian started their career as a Payroll Accountant and Operations Assistant at Prudential-Bache Securities in 1983 and as a Staff Accountant at Thomas & Betts/Ansley in 1982.

Overall, Brian Fylak's work experience showcases their expertise in financial planning, investment advisory, retirement consulting, and leadership roles in the financial services industry.

Brian Fylak, CFP®, has a Master of Business Administration degree in Finance from Fairleigh Dickinson University - Silberman College of Business - College at Florham in New Jersey. Brian also participated in the International Business Seminar at Wroxton College through FDU's International Program in Oxfordshire, England. Prior to that, they obtained a Bachelor of Science degree in Accounting from the University of Scranton - School of Management in Pennsylvania. Brian completed their high school education at Saint John Vianney High School in Holmdel, New Jersey.

In addition to their formal education, Brian has obtained several certifications throughout their career. Brian became a Certified Financial Planner™ (CFP®) - Practitioner in October 2010, and holds a Chartered Advisor for Senior Living (CASL) designation from The American College, which they obtained in August 2009. Brian also has certifications as a Certified Plan Fiduciary Advisor (CPFA), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and National Social Security Advisor™ from various institutions. Brian has completed several professional exams, including the Series 24 - General Securities Principal, Series 65 - Uniform Investment Adviser Law Exam, Series 63 - Uniform Securities Agent State Law Exam, and Series 7 - General Securities Representative exams provided by the Financial Industry Regulatory Authority (FINRA).

Furthermore, Brian has attended various training programs and obtained certifications in areas such as maximizing Excel, reducing team burnout, and effective communication. These certifications were offered by LinkedIn Learning and were obtained in December 2022. Brian also holds licenses as a Variable Annuity, Life, Accident & Health Insurance Producer in North Carolina and Washington D.C., as well as the National Competency and Registered Social Security Analyst designations.