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Brian A McCaskill

Advisor Image
Brian A McCaskill
Financial Consultant
.
CFP®, FIC, RICP®
Part of the Watchtower Financial Group practice
About Brian McCaskill
About Brian McCaskill
Every morning I look at my schedule for the day and get excited. I might be meeting with a long time client who, after years of hard work, is experiencing a comfortable retirement and wants to discuss how to leave a legacy. Perhaps on the schedule is a younger family, trying to juggle paying for their kid's education, saving for their own future, and helping out Mom, who needs just a little help these days. Or, it's a new client I'm speaking with for the first time and hearing their story. I'll learn what gets them motivated, what they dream about, and the fears that keep them up at night. Whatever the day has in store, I get to help those I work with plan for their future and adapt to the present. And on those days that I don't step into the office, I spend as much time as I can with my own family - my wife, Liza, and my two children, Lily and Viktor, enjoying all that the beautiful Jersey Shore as to offer.
My qualifications
  • CERTIFIED FINANCIAL PLANNER®
  • Fraternal Insurance Counselor
  • Retirement Income Certified Professional®
  • Series 7 - General Securities Representative
My state licenses
  • Alabama
  • Colorado
  • Delaware
  • Florida
  • Idaho
  • Kansas
  • Maine
  • Massachusetts
  • Minnesota
  • Mississippi
  • Nebraska
  • New Hampshire
  • New Jersey
  • New York
  • North Carolina
  • Pennsylvania
  • South Carolina
  • Texas
  • Virginia

Insights

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Great with people? Natural problem-solver? Both can take you far in your career as a financial advisor.​ Get the autonomy you crave and the unlimited income potential you deserve all while enjoying Thrivent's uniquely purpose-driven culture.​ Entrepreneurs can learn more here: thriventcareers.com/4A9HCtG #Careers #FinancialAdvisor #CareerGrowth #Thrivent​
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Your hospitality skills can take you beyond hospitality. 👀​ Your people skills, relationship building and service mindset can translate to a career as a Thrivent financial advisor.​ Discover more: thriventcareers.com/45YmZmH​ #CareerChange #FinancialServices #FinancialAdvisor
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Why do people stay at Thrivent? 🤔 Because you can build a career that’s both financially rewarding and deeply purposeful (doing work that means more). Discover why our retention rate is above the industry average: thriventcareers.com/46ccOLr #Careers #FinancialServices #CareerGrowth #Thrivent
Office location
Toms River Location
191 Rte 37 W Ste 2
Toms River, NJ 08755
Phone732-270-3927Fax732-244-6342Hours
M – F: 8:30 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.