Brian K. Potok, CFA

Helping you understand your financial assets and goals is the most important thing I do.  With more than 25 years of financial services experience, I understand that every client has a unique situation.    I listen to your specific needs to design a plan that is right for you and your family.  As a managing partner and co-principal advisor of Retirement Income Resources, LLC, I am driven to make a difference in the lives of my clients by helping them plan and prepare for the financial future.

I believe that the ongoing education process is essential to the offering and delivery of financial advice.   I graduated from the University of Connecticut in 1996 with Magna Cum Laude Honors- earning a Bachelor of Science in Finance and Economics.  I have earned the right to use the Chartered Financial Analyst Designation, and hold the Series 7, 63 registrations along with Life and Health Insurance licenses.

My professional career which began in 1996 has included leadership positions with UBS Global Bank, GE Capital, Genworth Financial, and AssetMark.   I have also spent time both working and studying the capital markets abroad in Maastricht, the Netherlands as well as Singapore.  The experience and training acquired in each of these positions have led me to my current role at Retirement Income Resources, LLC- which I joined in 2018.

Outside of work, I enjoy spending time with my wife and 2 children.  I’ve been an active volunteer in my community as a coach with youth recreation and travel sports, a presenter for the Junior Achievement of Fairfield County program, a regular guest speaker on Personal Finance and Investments at Trumbull High School, and as a Mentor to college business students at the University of Connecticut.  I enjoy being active in nearly any sport- with my most recent passion being Pickleball.