Brian Brescia

CPA, CFP®, PFS
Managing Partner. Founder

Brian J. Brescia is a partner in the Wealth Management and Tax division focusing in financial planning, taxation, and business services. Brian has been a CPA for over 20 years. He specializes in planning for individuals, families, and businesses in the areas of tax preparation and planning, estate and trust planning, investment management, IRS representation, insurance planning, divorce, business acquisitions and sales, business consulting, and retirement planning. Brian also works with high net worth individuals and families in servicing their wealth management needs.

Brian is also the co-founder and partner of our affiliated Registered Investment Advisory firm, Global Trust Asset Management, LLC. As partner, Brian’s primary focus is on portfolio management and individual client investments. Brian develops and trains advisors in a variety of investment strategies. Brian also serves as trustee on various trust accounts.

Prior to co-founding Brescia McCluskey, LLC, Brian worked for PricewaterhouseCoopers, LLP in its Personal Financial Services division. Here, he gained knowledge of tax planning for ultra-high net worth individuals. He was located in the New York City office for years while working alongside Wall Street executives.  

Office Phone: 561-234-4117

Mobile Phone: 561-670-0289

Email: BBrescia@bresciamccluskey.com

Industries Served

  • Closely-held Business

  • Manufacturing Companies

  • Air Conditioning Companies

  • Landscaping Companies

  • Private Equity Firms

  • Real Estate

  • Governmental Entities

  • Automobile Dealerships

  • High Net Worth Individuals 

  • Entrepreneurs

  • Law Offices

  • Doctor Offices

  • Investment Companies

  • Defined Contribution & Benefit Plans

  • Architects

Areas of Expertise

  • Tax Services

  • IRS Representation

  • Foreign Transaction Reporting

  • Financial Reporting

  • Business Advisory & Consulting Services

  • Wealth Management

  • Employer Sponsored Plans

  • Trustee Services

  • Portfolio Investments

  • Retirement Planning

  • Family Office Support

  • Social Security Planning

  • Insurance Planning

  • Estate Planning

  • Trust Services

  • Investment Management

  • Real Estate

Professional Memberships

  • American Institute of Certified Public Accountants

  • Florida Institute of Certified Public Accountants

  • Financial Planning Association

  • Junto of the Palm Beaches

Education

  • University of Florida, Bachelor of Science of Accounting

  • University of Florida, Master of Accountancy with a Concentration in Tax

  • Certified Financial Planner, Certified Financial Planning Board of Standards, Inc.

  • Certified Public Accountant, American Institute of Certified Public Accountants

  • Personal Financial Specialist, American Institute of Certified Public Accountants

  • Series 65 Securities Licensure, FINRA