Brian Koch

Background

About Brian Koch

Brian prides himself on delivering an outstanding client experience. He joined The Kroneberger Group at RBC Wealth Management in 2024 after working for Fidelity Investments for eleven years. In addition to being a CERTIFIED FINANCIAL PLANNER™ practitioner, Brian holds the Chartered Financial Analyst® designation. He had to pass three exams over three years to become a CFA® Charterholder. Brian is passionate about helping people and building strong relationships with his clients. He remains very dedicated to his craft and understands the lasting impact that efficient wealth planning can have on the lives of his clients and their families. In addition to providing advice on tax considerate investment management, Brian helps clients to plan for retirement, generate cash flow and prepare for leaving a legacy. Please visit for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.