Brian Sherman
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Brian Sherman Email & Phone Number

Certified Financial Planner at MissionSquare Retirement
Location: New York City Metropolitan Area, United States 1 work role
1 work email found @tapfin.com LinkedIn matched
✓ Verified August 2026 3 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email b****@tapfin.com
LinkedIn Profile matched
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Current company
MissionSquare Retirement
Role
Certified Financial Planner
Location
New York City Metropolitan Area, United States

Who is Brian Sherman? Overview

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Quick answer

Brian Sherman is listed as Certified Financial Planner at MissionSquare Retirement, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at tapfin.com and a matched LinkedIn profile for Brian Sherman.

Company email context

Email format at MissionSquare Retirement

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{first}.{last}@tapfin.com
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Profile bio

About Brian Sherman

I work with businesses in finding ways to fund buy/sell agreements and set-up various forms of qualified and nonqualified retirement plans. Currently I am working with sole proprietorships, partnerships and corporations. Before starting my niche practice, I taught insurance advisors on these specialties for over 20-years.I bring this experience as well as business ownership experience to each engagement. I have owned a vending business that I sold as well as running a tax practice in various forms.

Listed skills include Tax, Finance, Financial Services, Small Business, and 14 others.

Current workplace

Brian Sherman's current company

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MissionSquare Retirement
Missionsquare Retirement
Certified Financial Planner
New York, NY, US
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1 role

Brian Sherman work experience

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FAQ

Frequently asked questions about Brian Sherman

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What company does Brian Sherman work for?

Brian Sherman works for MissionSquare Retirement.

What is Brian Sherman's role at MissionSquare Retirement?

Brian Sherman is listed as Certified Financial Planner at MissionSquare Retirement.

What is Brian Sherman's email address?

AeroLeads has found 1 work email signal at @tapfin.com for Brian Sherman at MissionSquare Retirement.

Where is Brian Sherman based?

Brian Sherman is based in New York City Metropolitan Area, United States while working with MissionSquare Retirement.

What companies has Brian Sherman worked for?

Brian Sherman has worked for Missionsquare Retirement.

How can I contact Brian Sherman?

You can use AeroLeads to view verified contact signals for Brian Sherman at MissionSquare Retirement, including work email, phone, and LinkedIn data when available.

What skills is Brian Sherman known for?

Brian Sherman is listed with skills including Tax, Finance, Financial Services, Small Business, Insurance, Retirement Planning, Quickbooks, and Estate Planning.

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