Brian Forneris joined intellicents in January 2023 to head up our Cleveland, Ohio + Great Lakes area location. He brings over 20 years of experience in the financial services industry. Brian’s main duties at intellicents consist of identifying and engaging retirement plan sponsors + individuals who will benefit from the intellicents retirement plan and personal financial planning solutions. His goal is to drive both Plan and participant success via a planning-based approach. This includes consulting with plan sponsors and individuals to identify/understand retirement plan + financial concerns, challenges, and desires. Brian then creates a realistic and sustainable plan to success based on identified goals.
Prior to joining intellicents, Brian served as a financial advisor, retirement plan education representative, retirement plan relationship manager, retirement plan sales representative and regional V.P. of Sales. This experience provided him an invaluable perspective on the thoughts, concerns, fears, and level of understanding of both retirement plan sponsors and retirement plan participants.
education & certifications
Brian graduated from Western Illinois University with a B.S. degree after serving four years in the U.S. Navy.
He has previously passed the following securities exams:
Series 6: Investment Company and Variable Contracts Representative
Series 7: General Securities Representative
Series 63: Uniform Securities Agent
Series 65: Uniform Investment Adviser
Life and Accident/Health Insurance
my idea of
living the dream
The financial ability to create time and experiences with the family. A balance between our families’ financial now and financial future.
this is my
Meeting and helping a lot of people with their financial goals. Of all the roles I have had over 20 years in the financial business the most fulfilling and fun is meeting with folks that typically do not have broad access to financial planning services. Assisting people to realize that with a realistic and sustainable plan they can, in fact, reach their goals is quite fulfilling and fun! The “ah-ha” moment when someone realizes they can do it…that’s my target and passion.
this is how i
make it real
Travel, hockey, baseball, basketball, and the lake are a few of the places you would find me often and “keeping it real.”