Our professional team is often invited to speak at national industry events as well as local educational workshops on various current topics. Our speakers support our members by partnering to deliver seminars and workshops for clients and prospects.
John F. Bucsek, CFP ®
John F. has over 30 years of experience in financial services and has been recognized in numerous companies within the industry throughout the years.
John speaks on various topics including advisor teaming, doubling your income in 2 years and countless educational workshops for both clients and advisors. He has been at speaker at LAMP, and guest at various industry events.
As a CFP® practitioner, John knows the value of quality advice in a highly regulated environment. Compliance, morale, growth and integrity have been and remain the key drivers in his organizations.His success with financial firms has spanned for decades. His development of financial professionals, specialists and management is based on his broad knowledge of the industry and client needs. By developing financial teams, his organizations have the competitive edge to excel in the industry.
John’s knowledge of the industry is highly regarded and he has been mentioned in several media channels, including USA Today and Forbes. He spends countless hours working with the youth of his community. Most recently, John managed his town’s Babe Ruth Baseball team that went to the World Series and finished second in the nation.
Bellaria Jimenez, CFP®, ChFC, MBA
Bellaria has been dedicated to the financial services career for over 20 years. She began her career on Wall Street.
Bellaria has served as keynote speaker to a variety of audiences and speaks on many educational topics
focused around women, diversity, culture, and financial education.
Bellaria has received numerous recognitions including NJ Biz Top 50 Women in Business, Hispanic Corporate Achiever and the 2016 Prominent Woman award. She is an active volunteer and serves on the board of Junior Achievement of New Jersey, and the Silberman College of Fairleigh Dickinson University. Bellaria’s dedication to financial literacy provided her the distinguished honor of ringing the opening bell on Wall Street in April 2010.
Brian D. Singleton, J.D., ChFC
Brian Singleton makes ﬁnancial topics fun and interesting. He is highly credentialed and experienced in income, estate, and gift tax planning.
He is an acclaimed speaker who is known for presenting complex subjects in a way that is easy for everyone to understand! He ﬁnds that simplicity is the key to getting people to take action.
Brian is an advisor to afﬂuent clients and their advisors. Brian advises on retirement planning, estate planning, and income tax planning strategies that help clients protect their assets, minimize their taxes, build wealth, and transfer that wealth to future generations.
Brian frequently speaks to associations, families, business owners, CPA’s and other advisors. Like any great speaker, he knows his stuff and how to connect with his audience. But what makes every presentation unique is the REAL WORLD EXPERIENCE he draws on to connect with the audience. Brian has advised thousands of advisors and afﬂuent clients giving him a unique perspective on how they get stuff done and what really matters to them. Brian’s talks coupled with his tools have been described as practical, easy to understand, and completely unique. Have Brian bring excitement and actionable ideas to your next event!