Brian Bishop CFP®, CPA/PFS
As the Founder and President of Bishop Financial Advisors, Brian Bishop understands that financial advising is fundamentally about trust and relationships. His mission is to empower clients with a clear financial roadmap, allowing them to focus on their passions and dreams while working towards securing their financial future.
With a career spanning over two decades, Brian believes that true wealth management extends beyond investments—it’s about aligning wealth with purpose. He is committed to building long-term relationships with his clients, guiding them through life’s financial complexities and transitions. By crafting and implementing comprehensive wealth management strategies, Brian helps clients navigate both short- and long-term financial goals with confidence.
Brian’s diverse background in finance has shaped his holistic approach to financial advising. His experience includes roles as an auditor with a CPA firm, an accountant at Banc One Corporation, an inventory analyst at Bath & Body Works, and ultimately, a wealth advisor and the founder of Bishop Financial Advisors.
A distinguished professional, Brian has earned both the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and the Certified Public Accountant/Personal Financial Specialist (CPA/PFS) designation—placing him among an elite group of financial professionals with deep expertise in financial planning, tax strategies, and wealth management. He is dedicated to continuous learning, staying at the forefront of financial, tax, and insurance strategies through extensive continuing education each year.
As an advocate for financial education, Brian has led numerous seminars, educating hundreds of individuals on key financial topics. His firm upholds the highest standards of honesty, integrity, and ethical behavior, always prioritizing clients’ interests above all else.
Beyond his professional work, Brian is deeply committed to giving back to the community. He actively supports organizations such as Habitat for Humanity and United Way and serves on the Hudson Public Schools Endowment Foundation, helping to enhance educational opportunities for students.
Outside of work, Brian enjoys quality time with his wife, Gina, and their two daughters, Lila and Edie. Their family also includes two lovable Sheepadoodles and a cat. To: Their family also includes two lovable Sheepadoodles, Nola & Winnie.