http://www.peabodywealthadvisors.com/Brian Vinagro is a CERTIFIED FINANCIAL PLANNER ™ practitioner. Brian provides an independent and comprehensive planning experience for his clients by addressing such key areas as wealth management, risk management and estate planning. Brian's holistic style and precise attention to detail in addressing the needs of his clients has earned Brian a reputation for impeccable client service. Brian specializes in creating personalized financial plans by guiding his clients in identifying, recommending and implementing customized strategies to help them pursue their future goals.Brian is a Financial Planner, an Investment Advisor Representative, and Registered Representative of LPL Financial. A graduate of Salem State College, Brian obtained his B.S. in Political Science. Brian earned a Certificate in Financial Planning from Boston University before earning the CFP® certification. He currently holds FINRA Series 7, 63, 66 registrations through LPL Financial as well as being a licensed life, accident, and health insurance agent in Massachusetts and several other states. Brian is also a current member of the Massachusetts Financial Planning Association. Brian was appointed to Peabody’s Community Development Authority in 2017 by Peabody Mayor Ted Bettencourt and serves on the Board of Directors for the Peabody Area Chamber of Commerce, Board of Overseers at Salem State University and Board of Directors for Citizens Inn.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC . For hyperlinks to FINRA and SIPC, please refer to “Contact and Personal Info” section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business please visit www.peabodywealthadvisors.com .

Brian Vinagro, CFP® helped clients throughout New England identify, plan and execute strategies designed for securing their desired financial future. The planning process began by helping clients maximize their corporate benefits to leverage their potential retirement income. Brian helped clients transition income sources with tax efficiency, manage assets to suit their risk preferences and coordinate with their tax and estate planning professionals.

Worked on wealth management team with Kevin Stoddard prior to formation of Stoddard Financial, LLC in November 2004