Our Team

Brian D. Cummins, CFP®

Brian D. Cummins, CFP®, Managing Director

Brian Cummins, CFP® began his career at Joel Isaacson & Co. in 2007. He focuses on providing comprehensive financial planning advice for high net worth individuals and their families. His areas of expertise include investment planning, company stock award management, and estate planning strategies. Brian is also a member of the firm’s Investment Committee.

He received his BBA in Corporate Finance from The City University of New York – Queens College. Brian earned his certificate in Financial Planning through the College for Financial Planning and Baruch College. He is an active member of the Financial Planning Association and previously served on the Board of Directors for the New York chapter.

Brian enjoys spending time with his wife and son in Hudson Valley, NY.

We always strive to go above and beyond client expectations to create long-lasting relationships built on trust and mutual respect.

Experienced professionals

Helping clients realize their dreams through objectivity and personal accountability.