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About Us

Built by a business owner,
for business owners

Brent Eugenides founded BE Financial after years of advising successful entrepreneurs on how to protect and optimize what they’ve built. A financial consultant, strategist, and longtime business owner himself, Brent created Fusion Planning™ to fill the gap between exit strategy and personal financial clarity. When you work with BE Financial, you’re not just getting a plan—you’re gaining a partner who speaks the language of ownership.

Speak to our team of experts

Meet our team

Cetera Financial Planning Support team

Cetera Financial Planning Support team

Support team - Internal

Cetera Wealth Management provides an in-house support team for building out financial plans for our clients.A comprehensive financial planning philosophy is a commitment to addressing all relevant areas of a client’s financial...
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Brent Eugenides

Brent Eugenides

Managing Member, Financial Advisor

(860) 245-9525

brent@culhanecpa.com

After 10 years in mortgage banking Brent transitioned to financial services working with private business owners assisting in estate and other business planning needs. He earned the CFP® designation in 2005 to better assist clients in...
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John Culhane

John Culhane

CPA

203-268-4431

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East Region

A dedicated team specializing in comprehensive financial planning and consulting. They create and deliver tailored financial plans designed to meet clients’ unique needs and goals and present them on your behalf. 877.886.3642 option 2, option 3 | financialplandesign@cetera.com

Ken Kondas, CFP®, CLU®, ChFC®

Certified Financial Planner

Joni Darling

Financial Plan Design Para-Planner

Get in touch

Address

15 Chesterfield Road
Suite 201
East Lyme, CT 06333
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