McGurn, Brian

Brian McGurn is a retired financial and technology professional with over 30 years experience working at top-tier financial firms like Allmerica Financial, First Data Corp., and Fidelity Investments. Mr McGurn played a key role in developing a suite of tools that help customers create a financial plan, set goals, and make meaningful decisions to help them succeed in achieving their goals. He is passionate about financial education and believes that helping people to understand a handful of key concepts, as well as breaking down financial strategy into manageable smaller decisions, can set anyone on the path towards achieving their goals.