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.
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.