Primary Role: Financial Coach and Accredited Investment Fiduciary
Bryan Bibbo is a retirement planning professional who assists with estate and financial income planning. Bryan has been educating Northeast Ohio residents on personal finance and retirement planning strategies since 2015. He works with successful professionals, business owners, and retirees who are concerned with building and maintaining financial strategies to help individuals achieve total wealth optimization and a reliable income source in retirement. He strives to ensure every client feels confident, at ease, and content with their financial future.
He is a Partner at JL Smith and holds the following licenses: Life and Health Insurance, Series 65, and the Annual Filing Season Program (AFSP) with the Internal Revenue Service. In addition, he holds the following designations: National Social Security Advisor, Accredited Investment Fiduciary, and Bucket Plan Certified®.
Bryan's best advice is to have a roadmap retirement plan that encompasses: withdrawals, taxes, risk tolerance, long-term care mitigation & inflation. And, to be able to adjust that plan as laws, taxes, and the economy change. There is no perfect, set it and forget it financial plan
When he is not helping his clients, he loves spending time with his wife, Amanda, and their 2 children, Athena and Achilles. Together, they meticulously collect vintage monies, artifacts, and collectibles. Bryan also works in his garden, and enjoys cooking, being active, and reading.
“ A penny saved is a penny earned.” – Benjamin Franklin
Accredited Investment Fiduciary® (AIF®) The AIF designation certifies that the recipient has specialized knowledge of fiduciary standards of care and their application to the investment management process. To receive the AIF designation, individuals must complete a training program, successfully pass a comprehensive, closed-book final examination under the supervision of a proctor and agree to abide by the AIF Code of Ethics. In order to maintain the AIF designation, the individual must annually renew their affirmation of the AIF Code of Ethics and complete six hours of continuing education credits. The certification is administered by the Center for Fiduciary Studies, LLC (a Fiduciary360 (fi360) company).
The Annual Filing Season Program aims to recognize the efforts of non-credentialed return preparers who aspire to a higher level of professionalism. Those who choose to participate can meet the requirements by obtaining 18 hours of continuing education, including a six hour federal tax law refresher course with test.
Series 65- The Series 65, Uniform Investment Adviser Law Examination, is an exam consisting of 130 multiple choice questions that is administered in a 3 hour testing time.