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Brian Farkas, RFC | President

Brian Farkas, RP (Registered Principal), IAR, RFC, is President and CEO of Barons Financial Strategies, Inc. located in Bohemia, New York. Founded in 1996, Barons was created with the idea of helping clients achieve their Financial goals. Brian has been working in the Financial Services Industry since 1987 after a stint of owning Manhattan Pennysaver between 1979 and 1986 and attained the REGISTERED FINANCIAL CONSULTANT (RFC) designation in 2000.

Brian is fully licensed in securities, (Series 7,24, 63 ,65) insurance and is a Registered Securities Principal with American Portfolios Financial Services, Inc and is an Investment Adviser Representative (IAR) with American Portfolios Advisors, Inc., Registered Investment Advisor with the Securities and Exchange Commission.

Prior to starting Barons, Brian was a Vice President with (CMIS) Chase Manhattan Investment Services, Inc., working with the high-net-worth clients of CMIS in Suffolk County, NY. Brian was hand-picked for that position while he was a Senior Investment Consultant for (CIS) Chemical Investment Services. Some of his accomplishments while at CIS are being their top producing Investment Consultant, achieving Putnam Investments Top Bank Producer in the country for 3 consecutive years, a country record. In addition Brian was appointed to Rochester’s Advisory Council, Chemical Bank’s Advisory Council, Putnam Golden Scale Council and Hartford Life’s 1810 club. Since starting Barons, Brian was appointed to International Who’s Who of Entrepreneurs, 1997, International Who’s Who of Executives, 2000 and American Biographical Institute Person of The year 2004. In addition, Brian just completed 10 years of affiliation with the Financial Planning Association and is a member of the (FSI) Financial Services Institute.

Brian works with each client to determine their goals and objectives. Once the meeting has ended a comprehensive financial plan is created and then he works with his clients on determining what trust best suit them, asset allocation, money management and tax strategies. As an independent, Brian and Barons work with each client on a personal basis. Brian has attorneys and accountants that he works with so that together the client’s needs are all met.

Brian’s interests include setting up strategies that not many other people consider such as swapping auto leases, coming up with the best mortgage based upon current economic situations and showing clients the many strategies that have made him successful. His love of Florida brings him there often to see clients and sunbathe at the beach. Brian enjoys playing golf and training.


Our Team

Xavier Felipe, Marianne Haynes and Kelly Laufer

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 Securities offered through American Portfolios Financial Services, Inc. Member FINRA/SIPC (FINRA/SIPC). Investment Advisory Services offered through American Portfolios Advisors, Inc.(APA) an SEC Registered Investment Advisor. American Portfolios Financial Services, Inc. and American Portfolios Advisors, Inc. are not affiliated with any other named business entities mentioned.

This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, CT, DC, FL, GA, IA, IL, KS, LA, MA, MD, ME, MN, NC, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI and WV. No offers may be made or accepted from any resident outside the specific states referenced.
 


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