My Secure Advantage
Brian Sherman is an experienced tax and financial professional with a diverse background spanning over two decades. Currently serving as a Tax Coach at My Secure Advantage since January 2023, Brian also holds the position of Managing Member at Sherman and Associates, LLC, and Owner of Brian Sherman's Tax and Accounting since their respective inceptions. Previous roles include Consultant at TAPFIN-ManpowerGroup Solutions, Vice President at Citi, Financial Representative as an Independent Tax and Financial Services Professional, and Part-time CFO at Jamie Rocks. Notable achievements include doubling tax return volume at Jackson Hewitt and managing advanced market programs at AXA Advisors. Brian holds a BS in Finance from Monmouth University and a Certificate in Financial Planning and Services from the College for Financial Planning, complemented by a Life & Health Insurance qualification. Expertise includes tax research, financial planning, and strategic operational management.
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My Secure Advantage
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My Secure Advantage (MSA) is a national leader in financial well-being programs. MSA provides unbiased, personal finance coaching to thousands of employees each month through over 15,000 employer groups, companies and partners. MSA’s expertise meets its members’ unique needs and challenges by delivering multi-dimensional, scalable solutions. With over 1.3 coaching sessions completed, MSA equips and empowers its members to make sustainable behavior changes so they may achieve long-term financial well-being to improve their quality of life. _ _ _ Impressum This website is operated by My Secure Advantage, Inc. If you have any questions or would like to share your MSA experience with us, contact us via our contact form. Address: My Secure Advantage, Inc. 3001 Lava Ridge Court, Suite 250 Roseville, CA 95661 USA Phone: + 1 888 7242326 Email: info@mysecureadvantage.com Hours of Operation: Monday - Friday 8am - 5pm PST Registration number with the California Secretary of State: 1575877 US Federal Employer Identification Number: 68-0115281 Represented by: Gretchen Yip