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NFLPA Registered Player Financial Advisor

National Football League Players Association (NFLPA) Registered Player Financial Advisor

Brian is registered with the National Football League Players Associations (NFLPA) Financial Advisor Program.  The program, the first of its kind in professional sports, gives players access to financial advisors who have gone through a thorough review and qualification process by the NFLPA.  To be in the Registered Financial Program, the NFLPA requires a financial advisor to uphold strict standards. 

The requirements to be registered as an NFLPA Financial Advisor as outlined by the NFLPA:

  • Bachelor's degree from an accredited university.
  • Minimum of eight (8) years of licensed experience (Attorney, CPA, CFP®, etc.).
  • Every Applicant shall be a  CERTIFIED FINANCIAL PLANNER™ (CFP®) and/or a Chartered Financial Analyst® (CFA).
  • Fidelity bonding and professional liability insurance coverage as indicated in Section Two II D of the Regulations.
  • No civil, criminal or regulatory history related to fraud.
  • No pending customer complaints or litigation at the time of application.
  • Successfully undergo a rigorous due diligence background investigation.
  • Must not maintain custody of player funds unless deemed a qualified custodian.

*Participation in the NFLPA Financial Advisor Registration Program does not constitute an endorsement of recommendation by the NFLPA of the registered financial advisor, their qualifications or their services.