Precision Planning Financial Group

Announces Bryan Roberts

as New Vice-President and Senior Investment Consultant 

New York, NY ? April 29th, 2024 ? Precision Planning Financial Group, LLC (PPFG), a leader in providing tailored investment solutions and strategic asset management, is thrilled to announce the appointment of Bryan Roberts as Vice-President and Senior Investment Consultant. This key addition marks a significant step in the expansion of PPFG?s East Coast operations, headquartered in New York City.

Bryan Roberts brings to the team over 15 years of experience in wealth strategy and real estate investment. A native of Brooklyn, New York, Bryan has built a career centered on enhancing the asset management capabilities of individuals, business owners, and real estate professionals. His extensive background includes managing a team of over 40 financial professionals, specializing in navigating complex investment landscapes. 

From Collegiate Athlete to Financial Expertise

Bryan?s journey from a collegiate baseball player at SUNY Binghamton to a revered investment consultant is underpinned by his exceptional discipline, teamwork, and perseverance. These qualities have translated into a professional ethos that is both client-centered and results-driven. After completing his MBA at the Kenan-Flagler Business School, University of North Carolina, Chapel Hill, Bryan has continuously demonstrated strategic business acumen and a deep understanding of economic principles.

A Commitment to Community and Strategic Growth

In addition to his professional endeavors, Bryan is an active board member of The Family Center in Brooklyn, which provides support to families impacted by crisis, illness, or loss. His commitment to community service is a testament to his character and aligns seamlessly with PPFG?s values of integrity and service.

?Bryan?s addition to our team is more than a strategic decision; it?s a reinforcement of our commitment to ?Precision? in everything we do,? said Barry Queen II, Founder of Precision Planning Financial Group. ?His proven track record in wealth strategy and his visionary approach to investment management are exactly what we need as we continue to grow and serve our clients on the East Coast.?

Looking Forward

As Vice-President and Senior Investment Consultant, Bryan will lead PPFG?s new East Coast office, focusing on expanding the firm?s reach and enhancing service delivery to its prestigious clients. His role will be crucial in driving strategic initiatives and fostering relationships that will propel PPFG into its next phase of growth.

For more information about Bryan Roberts and Precision Planning Financial Group, please visit www.PrecisionPlanningFG.com.

Contact Information:

251 South Lake Avenue, suite #800

Pasadena, CA 91101

Office: (626) 655-1911

Fax: (914) 418-5498

www.PrecisionPlanningFG.com 

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Securities and advisory services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer, and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.