My favorite part of this business is unlocking a solution that lets a client save more for retirement, pay less in taxes, and puts them at ease about their future.

Brent Schleicher

Partner

Brent Schleicher, CFP®

Partner

Focus Area

Investment Selection & Analysis and Retirement Income Planning

Brent’s Story

For twenty years, Brent has been instrumental in helping individuals and organizations grow their wealth and secure a sound financial future. This experience assists him with developing comprehensive investment portfolios and financial plans that achieve a wide variety of client goals. As a partner of CenterBridge Planning Group, Brent appreciates the synergies and knowledge his other partners bring to the table. This team approach allows Brent to deliver the highest level of professional expertise and service.

While seeking his Finance degree at Ithaca College Brent got an early start in the investment and financial planning field as an active participant in one of the first on-campus Level II trading rooms. Those early dedications instilled lifelong passions that enhance his client relationships today.

Education

Ithaca College, BA

Credentials

CERTIFIED FINANCIAL PLANNERTM Professional (CFP®)

FINRA Series 7, 63, and 65 registrations, as well as Life, Accident and Health Insurance licenses

New York States Partnership Program for Long Term Care

About Brent

Brent resides in Dewitt with his wife and young daughter. Outside of the office he enjoys fishing, golfing, boating on the St Lawrence River, and trying to keep up with his daughter. He is also an avid SU basketball fan.

Contact

P: (315) 760-3367

E: brent@centerbridgepg.com

Meet the rest of the team.

Buffalo Office:

126 Professional Parkway
Lockport, NY 14094
P: (716) 626-7060
F: (716) 650-4220

 

Syracuse Office:

443 N. Franklin St.
Suite 215
Syracuse, NY 13204
P: (315) 760-3375
F: (315) 218-7100

CenterBridge Planning Group

This communication strictly intended for individuals residing in the states of AZ, CA, CT, DE, FL, GA, IL, KY, MA, MD, MN, NC, NE, NJ, NV, NY, PA, SC, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA, SIPC, a registered investment adviser. Fixed insurance products and services offered through CES Insurance Agency. Privacy Policy

 

© 2018 CenterBridge Planning Group

Syracuse Office:

443 N. Franklin St.
Suite 215
Syracuse, NY 13204
P: (315) 760-3375
F: (315) 218-7100 

Buffalo Office:

126 Professional Parkway
Lockport, NY 14094
P: (716) 626-7060
F: (716) 650-4220

CenterBridge Planning Group

This communication strictly intended for individuals residing in the states of AZ, CA, CT, DE, FL, GA, IL, KY, MA, MD, MN, NC, NE, NJ, NV, NY, PA, SC, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA, SIPC, a registered investment adviser. Fixed insurance products and services offered through CES Insurance Agency. Privacy Policy

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