Financial Advisor

Brian Kocherzat, CFP®, CFA®

412.633.1692
Corporate Headquarters

Brian Kocherzat is a Financial Advisor with Hefren-Tillotson. He partners with SeniorVice President and Investment Advisor, Paul Kostyak, MBA, CFP, to provide comprehensive and customized financial strategies for clients through the MASTERPLAN financial planning process. He upholds the mission and values of H-T, namely respect, integrity, and teamwork. Prior to joining the firm, Brian served as an Analyst on an institutional investment consulting team with Morgan Stanley.

Ready to take the first step toward your financial future?
Send Brian a Message

Brian is a Chartered Financial Analyst (CFA) charterholder, a Certified Financial Planner (CFP) certificant, an Investment Advisor Representative, a Registered Representative, and a Licensed Agent for Life, Accident, and Health Insurance. He holds a bachelor’s degree from the University of Pittsburgh with a major in Finance.

In his spare time, Brian enjoys a variety of outdoor activities and analyzing global macroeconomics.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Brian is available to help you with your investments and answer your questions.
Send Brian a Message
Send a Message to
Brian Kocherzat
and take the first step towards your financial future.

Use the following form for general inquiries. Do not send transaction orders (e.g., trade instructions), as it is our policy not to accept such items electronically. Requests for financial instructions must be confirmed by phone or in person with a Hefren-Tillotson representative prior to initiation.

What can we help you find?