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Bryan P. Murray, MST, CFP®

Bryan P. Murray, MST, CFP®

Risk Management Specialist & Financial Planner

Bryan is a Financial Planner and Risk Management Specialist at Wealth by Design.

As a financial planner, he focuses working with clients such as:

  • Millennial couples establishing their financial foundation
  • Families planning their generational wealth
  • Business owners seeking to stay & grow or those rich & ready to go

In addition to his work as a financial planner, Bryan is the Risk Management Specialist. Here, he assesses the need, provides a detailed review of current coverage and compares alternatives to improve coverage or lower cost.

Bryan has been with Wealth by Design since 2016. He began as a financial planning analyst, responsible for developing engagement proposals and comprehensive financial plans. This provided several years of technical training experience in the various areas of financial planning.

Education:

  • Masters, Taxation - Fordham University
  • Bachelor of Business Administration, Finance & Economics - Temple University

Credentials:

  • CERTIFIED FINANCIAL PLANNERTMprofessional
  • FINRA Series 7, 63, and 65 registrations
  • NJ Life & Health Insurance license

Industry:

  • Board member of the NJ Financial Planning Association’s NexGen group
  • Committee member, Marketing & Practice Evolution Committees within The Resource Group at Lincoln Financial Advisors

Personal:

  • Lector & Board member of the Oktoberfest planning board at Sts. Peter & Paul in Hoboken
  • Mentor to a student at the Business of Sports School in NYC, as a part of the iMentor program
  • Bryan and his wife, Jennifer, live in Weehawken, NJ
  • Skiing, yelling at the tv while his Philadelphia Flyers & Eagles are on and trying out a new recipe in the kitchen

CRN-3450581-021221