Bryan J. Koslow, MBA, CFP®, CPA, PFS, CFF
Bryan graduated from Hofstra University with bachelor’s degrees in both Finance and Computer Information Systems. He earned his MBA with a concentration in Accounting from Monmouth University and a Certificate in Financial Planning from NYU.
He holds the following credentials:
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™ certification
- AICPA Personal Financial Specialist (PFS)
- AICPA Certified in Financial Forensics (CFF)
- FINRA Series 7, 24, 63, and 65 securities registrations
- Life and Health Insurance license
- Property and Casualty Insurance license
Bryan was selected as a Five Star Wealth Manager* for 2018 and 2019. He is a former contributor at Kiplinger.com and is a frequent guest speaker on topics ranging from Financial Planning to Tax and Estate Planning. He currently serves as the Vice Chair for the Investment Committee for the New Jersey Society of CPAs and is a former PTA Treasurer. Bryan provides pro bono accounting assistance to victims of domestic abuse through the Safe Center of Long Island.
When not working, Bryan enjoys spending time with his family, working out, and reading.
Ka’Neda N. Bullock, MBA, AIF®, APMA®
Ka’Neda specializes in creating tailored financial solutions using financial planning, investment and risk management strategies for business owners, individuals, and nonprofit organizations. She also manages employer-sponsored retirement plans such as 401(k)s, 403(b)s, and 457s by partnering with leading plan providers (ADP, Empower, Mass Mutual, Principal, etc.).
Ka’Neda works closely with clients to provide professional guidance for all of their financial needs beyond their investment accounts.
She is dedicated to providing expert advice as an Accredited Investment Fiduciary® (AIF®), Accredited Portfolio Management Advisor® (APMA®), and wealth manager at Commonwealth Financial Network®, member FINRA/SIPC. She holds FINRA Series 7 and 66 securities registrations through Commonwealth and has her New Jersey life (term, permanent, and long-term care) and health insurance licenses.
Ka’Neda is a Fulbright Scholar who received her master’s degree (MBA) from the New Jersey Institute of Technology (NJIT) and graduated with her bachelor’s degree (BA) in government and economics from Smith College in Northampton, Massachusetts.
She strongly believes in using her talents to educate others as a frequent speaker on money management topics, including retirement income strategies, insurance, financial planning, and general financial literacy. She is an active member of the Delta Sigma Theta Sorority, Inc., National Association of Women MBAs (NAWMBA), the Fulbright Association, the Smith College Alumni Association, and Jack and Jill of America, Inc.
She enjoys spending time with her family, traveling, reading, and supporting the arts.
Ka’Neda offers securities and advisory services through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser–broker/dealer. She is located at 65 S. Main Street, Suite A-205, Pennington, NJ 08534, and can be reached at (609) 751-0242, cell (609) 955-6317.
*The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 6,097 New Jersey area wealth managers were considered for the award; 477 (8 percent of candidates) were named 2019 Five Star Wealth Managers. 2018: 4,383 considered, 415 winners; 2017: 3868 considered, 664 winners; 2016: 4,143 considered, 626 winners; 2015: 5,063 considered, 672 winners; 2014: 3,315 considered, 646 winners; 2013: 4,049 considered, 733 winners; 2012: 1,312 considered, 400 winners.