Brian Mocogni, CFA®

Hi there👋🏼 I'm Brian, a Chartered Financial Analyst (CFA®) and Wealth Manager with over 20 years of experience. I am passionate about helping clients navigate complex financial landscapes through personalized strategies. My ability to analyze economic trends and provide data-driven insights that empower individuals and businesses to help achieve their long-term financial goals.

brian'S TEAM:

Alex Galbo

Michael McCarthy CFP®

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Cranston, Rhode Island

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How brian works with clients
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“What I love most about being a financial advisor is building authentic relationships with my clients. I take pride in understanding their unique challenges and creating personalized, tailored strategies that align with their goals.”

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How can I help?

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Personalized wealth management is designed to help our clients protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
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Get to know Brian

Brian Mocogni is a highly accomplished Chartered Financial Analyst who specializes in retirement planning, portfolio management, economic analysis, business planning, and quantitative analysis. Known for his meticulous approach to financial strategy, Brian has dedicated his career to helping clients navigate complex investment landscapes to strive to achieve their long-term financial goals.
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As a CFA® charterholder, Brian upholds the highest standards of ethical investment practices and advanced financial analysis. His ability to synthesize economic trends and deliver data-driven insights has made him a trusted advisor for individuals and businesses alike.
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Outside of his professional pursuits, Brian is an avid hiker, fitness enthusiast, and family man. He values physical wellness and enjoys exploring the outdoors, while cherishing time spent with his loved ones.

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How did you become a financial advisor?

After several years in public service, I wanted to continue to make a positive impact by helping people work towards their financial goals. This led me to develop an interest in financial advisory. I pursued the necessary licensing and have been passionate about this work ever since.

What types of clients do you work with?

I work with clients from all age groups and diverse backgrounds, tailoring personalized strategies to help them achieve a wide range of financial goals. Whether it's planning for retirement, saving for education, or managing investments, I try to provide guidance that aligns with their unique needs and aspirations.

What areas of expertise do you have?

I work with clients who are looking to optimize portfolio management and quantitative analysis, as well as business development and valuation.

What types of strategies do you usually help clients with?

I help clients with asset allocation tailored to specific economic conditions, which aims to ensure their investments are optimized for growth and stability. Combined with comprehensive strategic business and retirement planning, my priority is to help clients find a path to a secure financial future, aligning with their unique goals and market trends.

Is there a unique approach that sets you apart?

I provide every client with a personalized experience, building a tailored financial relationship based on their unique needs.

WHAT IS YOUR FAVORITE PART ABOUT WORKING WITH CLIENTS

I enjoy fostering meaningful relationships and striving to overcome challenges together to build deeper, stronger connections.

Working with Savvy

Savvy delivers a technological framework crafted to enhance and elevate the client experience.

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Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.

Alex Galbo

Client Services Associate

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Alex Galbo is a dedicated Client Services Associate with seven years of experience in the finance industry, beginning his career as a Business Relationship Manager at Bank of America. Holding an Associate’s Degree from BMCC in Manhattan, a Business Administration Degree from Capella University, and an SIE certification, Alex is passionate about delivering exceptional client service, building strong relationships, and expanding his expertise in operations with the career objective of leading an operations team.

He supports advisors by managing tasks such as onboarding clients, opening brokerage accounts, transferring assets, handling money movements, and fulfilling required minimum distributions, allowing advisors to focus on strengthening client relationships. Outside of work, Alex is an avid traveler and self-proclaimed foodie, always eager to explore new restaurants and cuisines.

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Michael McCarthy, CFP®

Investment Operations & Client Experience Lead

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Mike has been in the wealth management industry for 10 years, beginning his career at BNY Mellon’s Silicon Valley office. There, he learned the intricacies of wealth management and discovered his passion for helping families achieve their financial goals. He later became a Portfolio Manager at an ultra-high net worth RIA in Boston, where he honed his skills in developing custom investment strategies for clients.

Inspired by Savvy’s mission to bring a tech-focused energy to the wealth management industry, Mike joined the firm in July 2022 to drive the launch and continued evolution of their advisory capabilities. At Savvy, Mike has played a key role in developing, launching, and managing the in-house investment solution, Savvy Wealth Investment Management (“SWIM”). He also leads Savvy’s Client Experience Team, partnering closely with associates and advisors and aimed at  producing best-in-class services for their clients.  

Mike is a graduate of Northeastern University and holds his Certified Financial Planner™ (CFP®) designation. He resides in New York with his wife, Alex, and their golden retriever, Bondi.