Bryan Moscinski
ASSOCIATE DIRECTOR, WEALTH MANAGEMENT
Bryan is an Associate Director of Wealth Management at Choreo, where he specializes in creating comprehensive financial plans designed to help clients achieve their financial goals and objectives. With 20+ years of experience in the wealth management industry, Bryan brings extensive expertise in trading, portfolio management, and financial planning to his role. He is responsible for helping his team manage client relationships, implementing investment strategies, and overseeing financial planning services to ensure clients stay on track toward their long-term financial success.
Bryan is a Certified Financial Planner (CFP®) professional, demonstrating his commitment to the highest standards in financial planning. His extensive industry knowledge and client-focused approach make him a trusted partner in helping individuals and families navigate their financial futures.
PROFESSIONAL AFFILIATIONS & DESIGNATIONS
- CFP®
- FINRA Series 65 license (Uniform Investment Advisor)
- State of Illinois licenses for Life, Health and Long-Term Care Insurance
EDUCATION
- B.A., Political Science, Beloit College
