Articles by Brian Sasaki

About the author:

Brian Sasaki

Account executive

Brian started his career working for a large insurance and investment company located in Milwaukee, WI, where he was one of the top financial representative interns in the country.

3 financial planning myths debunked

Many Americans may be hesitant to reach out to seek the aid of a financial advisor. This is not necessarily a reflection of the advisor, but rather a byproduct of commonplace misconceptions about financial planning.

Read More

5 takeaways from the 2016 AICPA conference

The January 2016 AICPA Advanced Personal Financial Planning Conference was a great opportunity to learn more about where the industry is headed and show off the financial planning solutions from Advicent at our new booth.

Read More