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Brian Plunkett

Advisor at Semper Financial

Updated today

Firm

Semper Financial

Location

Hicksville, NY

Credentials

CFP®, Series 63

Industry experience

4 years

About

Brian Plunkett is a CFP® and Series 63 designee with over 37 years of experience in tax and accounting and 4 years in financial advisory. He is currently with Semper Financial Advisors LLC and has held roles at Semper Financial since 2011. In addition to his advisory work, he owns a CPA practice specializing in tax preparation and accounting and is an independent insurance agent selling term and long-term care insurance products. Semper Financial Advisors LLC provides discretionary investment management and written financial planning to individual and high-net-worth clients, managing about $37 million across approximately 64 client relationships. The firm employs a long-term, buy-and-hold investment approach focused on diversified asset allocation using mutual funds and ETFs.

Client services

Based on Semper Financial

Financial planning Portfolio management

Expertise

Based on Semper Financial

General retirement planning General tax planning Wealth management Cash flow / budgeting

Fee options

Percentage

$0 - $100,000: 1.00% $100,001 - $250,000: 0.90% $250,001 - $500,000: 0.80% $500,001 - $1,000,000: 0.70% Over $1 million+: By Negotiation

Project-based

$250 per hour for financial planning services

Location

Hicksville, NY

Most active in

New York

Work history

Semper Financial Advisors Llc

2024 - Present (2 years)

Semper Financial

2011 - 2024 (13 years)

Brian Plunkett, Cpa

1989 - Present (37 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Paul B

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Amir N

CFP®, EA

Huntington, NY

N Financial Plans

Hi, I’m Amir Noor—a fee-only financial advisor who specializes in helping high-net-worth clients navigate complex financial and tax planning. As a Certified Financial Planner™ (CFP®), an Enrolled Agent (EA), and Chartered Retirement Plan Specialist™ (CRPS™), I bring a varied lens to your finances: strategic, goal-oriented planning and expert-level tax guidance. I don’t accept commissions, product sales kickbacks, or referral fees—just clear, objective advice that puts your best interests first. My origin story begins on Long Island, where I was raised in an immigrant household defined by entrepreneurial highs and devastating lows. My father, a risk-taking entrepreneur, passed away while I was still in high school. Overnight, I found myself managing our family’s finances and hustling to support us—building websites and offering tech support to local businesses before I was old enough to vote. At 19, I got licensed as an insurance agent and began my journey in financial services. (No, I no longer sell products.) I started college as a computer science major but graduated from SUNY Stony Brook with a finance degree after realizing where I could have the greatest impact. My early entry into the field means I’ve now worked in financial services for nearly two decades—while still in my thirties. That experience spans a broad range of clients, from 22 to 70+, across professions like law, medicine, finance, and entrepreneurship. I’m fluent in their language and the challenges they face, from correcting mismanaged 401(k)s to addressing underinsured households to navigating unexpected windfalls and offshore asset transfers. Clients often tell me I “get it”—because I’ve lived it. I know what it’s like to be the first line of financial defense for your family or your business. And I know how overwhelming it can feel when you're not sure who to trust. That’s why I built my practice around transparency, technical expertise, and deep empathy. Today, I live in Huntington, Long Island, with my growing family. I continue to work closely with attorneys, medical professionals, and small business owners—helping them gain clarity, reduce risk, and build lasting wealth. Let’s talk. And if you have a great restaurant recommendation, we’ll get along just fine.

Business ownership considerations Tax strategies for small businesses Business exit / sale strategy Founder/Business Owner Gen Y/Millennials (Born 1980-1995)
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