Twitter LinkedIn
  


About Us | Our Wealth Managers

 

 

 

 

 

Bryan J. Koslow, MBA, CFP®, CPA, PFS, CDFA

Bryan graduated from Hofstra University with Bachelor’s degrees in both Finance and Computer Information Systems. He earned his Master’s in business administration (MBA) with a concentration in accounting from Monmouth University and a Certificate in Financial Planning from New York University.

Bryan is a Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional, a Personal Financial Specialist (PFS), and a Certified Divorce Financial Analyst (CDFA™). He holds FINRA securities registrations Series 7, 63, 65 through Commonwealth Financial Network, and has his New Jersey Life and Health Insurance license. Bryan is trained in Collaborative Practice and is often called upon by Family Attorneys to help determine the financial implications of divorce and to assist in structuring equitable settlements.

Bryan sits on the Board of Trustees for the CentraState Healthcare Foundation, the non-profit arm of the CentraState Hospital. He is a member of the AICPA, NJSCPA, FPA, the Estate Planning Council of Mercer County, the Institute for Divorce Financial Analysts, the International Academy of Collaborative Professionals, and the American Bar Association.




Ka’Neda N. Bullock, MBA, AIF®, APMA
Wealth Manager

Ka’Neda specializes in creating tailored financial solutions through investment management and financial planning for individuals (families), business owners and non-profit organizations. She also takes pride in managing local employer sponsored (401K) plans and educating employees about strategies to successfully save for retirement.

She works with clients closely as she strives to provide families, business owners, and community leaders, with professional guidance for their financial needs.

Ka’Neda received her Master’s in Business and Administration (MBA) from the New Jersey Institute of Technology (NJIT) and graduated with her Bachelor’s degree in Government and Economics from Smith College in Northampton, Massachusetts. Ka’Neda began her international research experience as a Fulbright Scholar in Cheongju, South Korea. After spending a year in South Korea, she joined one of the largest investment research and mutual fund firms in the United States, American Funds (Capital Research and Management Company: CRMC). She spent several years with CMRC as an investment research associate, financial advisor marketing specialist and global fund development associate.

In 2010, Ka’Neda joined a national investment firm as a Financial Advisor.  In that position, she established and developed a successful practice in Lawrenceville, New Jersey. In 2014, Ka’Neda joined Clarus Financial Inc. (Commonwealth Financial Network) in order to provide her clients an independent and comprehensive approach to financial planning and investment management. Her practice replicates Clarus’ core philosophy that to provide world-class service and financial guidance, an investment professional should be free from the influences of traditional Wall Street firms.

She is dedicated to providing expert advice as an Accredited Investment Fiduciary (AIF®), Accredited Portfolio Management Advisor and Wealth Manager at Commonwealth Financial Network, member FINRA/SIPC. She holds FINRA securities registrations Series 7 and 66 through Commonwealth and has her New Jersey Life (Term, Permanent and Long-term care) and Health Insurance license.

KaNeda strongly believes in using her talent to enable and empower others. She volunteers at her church, Shiloh Baptist in Trenton, NJ and is a frequent speaker on financial management topics including: retirement income strategies, financial planning and general investment/financial literacy for community and religious organizations. She is an active member of the National Association of Women MBA’s (NAWMBA), the Fulbright Association and the Smith College Alumni Association.

She enjoys spending time with her husband, Eric, and daughter, Bella, traveling, reading and supporting the arts.

Ka’Neda offers securities and advisory services through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. She is located at 65 S. Main Street, Suite A-205, Pennington, NJ 08534 and can be reached at 609-751-0242.




Important Information About Your Advisor


Clarus Financial Inc.  |  120 Wood Avenue South, Suite 600, Iselin, NJ 08830  |  1120 Avenue of the Americas, 4th Floor, New York, NY 10036  |  Phone: 732.325.0456

Home | About Us | Our Services | Resources | Blog | Account Access | Contact Us
This communication strictly intended for individuals residing in the states of CA,CT,DC,FL,KY,MA,NC,NH,NJ,NY,OR,PA,TX. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
Privacy Policy
© Copyright 2013 - 2017