MEET BRIAN QUARANTA
Founder, CEO & Financial Advisor
Brian helps clients develop their retirement plan utilizing Secure Money Advisors’ comprehensive five-step approach. Brian continues to guide clients through their retirement using Secure Money Advisors’ 4-1-1 Servicing Model.
Pittsburgh’s Most Trusted Retirement Planner
A 1999 graduate of Robert Morris University, Brian is a member of the National Ethics Association and has trained under America’s IRA expert, Ed Slott. Brian has a Series 65 securities license, as well as Life, Accident and Health licenses. Registered as an Investment Advisor Representative, he adheres to the fiduciary standard.
Brian is a sought-after retirement planning expert in all realms of media. His radio show, Retirement You Radio, airs Saturday mornings on 94.5 3WS as well as local stations. His television show, Retirement You TV, airs weekends throughout the region.
Brian and his wife, Katie, have a son, Maddox, and reside in the Wexford area. He enjoys spending time with his family and has a number of hobbies to keep him occupied, including flying, reading, exercising and working on his model trains.
3 THINGS YOU NEED TO KNOW ABOUT
SECURE MONEY ADVISORS
SECURE MONEY ADVISORS
OUR NO. 1 PRIORITY IS CREATING RETIREMENT INCOME
The reason 98% of our clients have stayed with us since our beginning in 2007 is we are 100% committed to working with you to develop an income-earning retirement strategy that will allow you to live the life you deserve.
WE ADHERE TO A 4-STEP PROCESS TO SECURE YOUR RETIREMENT FUTURE
Our process is simple, thorough and time-tested. We meet to get acquainted. We analyze your assets. Based on your goals, we development a retirement income strategy that works best for you. And we continuously monitor your portfolio, alert you to sudden changes and make any required adjustments, and schedule annual meetings to review your plan, which we’ll tweak if warranted.
OUR CLIENTS
Our clients mostly come Pittsburgh and western Pennsylvania. The one thing they all have in common is this: They want to protect their assets and maximize their retirement earnings so they can maintain a comfortable, stress-free lifestyle. They almost always are age 55 and above, close to retirement or already retired, are retirement account holders and are referred to us by current satisfied clients.
