With the knowledge that comes with 20 years of experience as a Certified Financial Planner™ designee, Brian helps investors navigate the myriad of available investment options with a high level of service and a personal commitment.
From financial planning to comprehensive portfolio management, Brian’s recommendations are made solely in the interest of providing the highest value and benefit to you. He works hard to help you pursue your financial goals and reduce your risk.
At Raymond James, Brian has access to the financial expertise and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. If you have a question or concern, he answers promptly, completely and truthfully. He provides all the information you need to make informed decisions, based on realistic expectations, about your investment needs.
A native of Billerica, Massachusetts, Brian graduated from University of Lowell with a Bachelors in Accounting, an MBA from Suffolk University and a Masters in Taxation from Bentley University. He is a member of Financial Planning Association and the Merrimack Valley Estate Planning Council. He is actively involved in the local community and serves on the board of The Boys and Girls Club of Billerica.
When not working, Brian enjoys reading and spending time with his wife Laureen, two adult children and two grandchildren. He joined Raymond James in 2023.
*The tax advice and /or services of Brian Goguen are independent of RJFS. Raymond James is not affiliated with any of the organizations mentioned. Raymond James does not provide tax or legal services
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.