Who We Are
Alan Brachfeld, CPA, CFP®, PFS, AIF®
Alan Brachfeld is a founding partner of KBK Wealth Management and has been providing financial planning, retirement, tax, estate, and investment planning services to individuals and families for more than 25 years.
Alan believes that the key to a successful client-advisor relationship stems from truly understanding the client's unique circumstances and objectives. By taking a comprehensive approach to wealth management, he is able to advise his clients in all areas of their financial lives, including retirement planning, portfolio management, and trust services. Aside from being a certified public accountant and a CERTIFIED FINANCIAL PLANNER™ professional, Alan is an Accredited Investment Fiduciary® (AIF®) designee—the industry-standard accreditation for excellence and stewardship in the management and care of pension funds, 401(k)s, foundation assets, educational and nonprofit endowments, and other qualified monies.
Alan graduated summa cum laude from Brooklyn College and quickly began his practice as a CPA in corporate finance. In the mid-1980s, Alan’s desire to help individuals spurred his move from the corporate side of finance into the world of independent financial planning.
In addition to his active involvement in professional associations, including the Financial Planning Association®, the American Institute of Certified Public Accountants®, and the Financial Services Institute®, Alan is dedicated to community and human services. He is a founding director of Project Kids Worldwide, a nonprofit organization that teams with NYU Langone Medical Center to provide life-saving heart surgery and medical treatment for impoverished children with congenital and acquired coronary disease from underserved areas throughout the world.
Richard Kass, CFP®, AIF®
Richard Kass is a CERTIFIED FINANCIAL PLANNER™ professional with more than 25 years in the financial services industry. As a founding member of KBK Wealth Management, Richard prides himself on providing comprehensive financial advice. He is a Registered Representative, an Investment Adviser Representative of Commonwealth Financial Network®, and an Accredited Investment Fiduciary® (AIF®) designee—the industry-standard accreditation for excellence and stewardship in the management and care of foundation assets, pension plans, 401(k)s, educational and nonprofit endowments, and other qualified monies.
Additionally, Richard is a member of the Financial Services Institute, an independent advocacy organization working in Washington, D.C., and at the state level to promote the highest ethical and fiduciary care standards to protect client assets, as well as a healthy regulatory environment that advances principles of good stewardship, accountability, and individual access to independent, competent, and affordable financial advice, products, and services.
Richard earned a bachelor of science in finance from Syracuse University. Upon graduation, he was recruited into a large Wall Street firm in the options and municipal bond departments but quickly preferred a more personal consultative approach to financial management.
An early practitioner of comprehensive financial planning, Richard has been a CFP® practitioner in good standing since 1989. He specializes in personal retirement planning, portfolio design, and implementation for individuals, pensions, and estates with an emphasis on risk minimization and total return.
Richard is proud to have been recognized as a Chairman's Level advisor for 2017—a distinction based on annual production attained by just 3 percent of advisors affiliated with Commonwealth Financial Network®. Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Chairman's Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman's Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Actively involved in industry groups to promote continuing education and high standards and ethics, Richard is a member of the Financial Planning Association and the Institute of Certified Financial Planners®. He enjoys giving back to the community and has taught adult education classes for more than 10 years in the New York and New Jersey region. A native New Yorker, he currently resides in Brooklyn with his wife, Sarah, and their children.
Michael Kessler, CFP®, AIF®
Michael Kessler is a founding member of KBK Wealth Management and a CERTIFIED FINANCIAL PLANNER™ professional. He has more than 30 years of experience practicing financial, estate, insurance, disability, and long-term care planning.
After earning his baccalaureate from Long Island University and becoming certified as a teacher, Michael was accepted into the clinical psychology Ph.D. program at New York University. It quickly became apparent to Michael that his business expertise and understanding personality were a perfect combination for a career in the financial service industry.
Michael regards his work with clients as relationship building rather than transactional. He has the ability to combine profound technical insight with genuine concern for clients.
A Registered Representative and an Investment Adviser Representative of Commonwealth Financial Network®, Michael is an Accredited Investment Fiduciary® (AIF®) designee in the management and care of pension funds, 401(k)s, foundation assets, educational and nonprofit endowments, and other qualified monies.
Michael is also a member of the Financial Services Institute, an independent advocacy organization working in Washington, D.C., and at the state level to promote the highest ethical and fiduciary care standards to protect client assets, as well as a healthy regulatory environment that advances principles of good stewardship, accountability, and individual access to independent, competent, and affordable financial advice, products, and services.
Away from the office, he enjoys playing golf and spending time with his family and wife of 37 years.
Nancy Curtin, CFP®, CLTC®
Nancy Curtin is an honors graduate of Columbia University and a CERTIFIED FINANCIAL PLANNER™ professional. With more than 25 years of financial and business consulting experience, she has developed a reputation for providing excellent client service with her holistic approach to financial planning and outstanding client care.
A specialist in retirement planning, wealth preservation, and estate planning, Nancy enjoys helping her clients establish and achieve their financial goals by helping maximize retirement dollars and planning for their long-term care needs. She prides herself on creating effective financial strategies and maintaining open client communication.
As a Registered Representative of Commonwealth Financial Network®, Nancy is committed to ongoing professional development and education. She is a member of the Columbia University Alumni Association and has completed several executive management seminars and courses at Columbia University Business School.
Nancy is on the board of the Financial Planning Association, a professional group devoted to advancing the value of financial planning. A frequent speaker who loves to share knowledge, she is also a member of the Financial Services Institute, an independent advocacy organization working in Washington, D.C., and at the state level to ensure that all individuals have access to independent, competent, and affordable financial advice, products, and services.
As a person who knows the importance of giving back, Nancy enjoys mentoring other women in their professional development. She also loves to travel and meet new people, and she endeavors to cultivate health and well-being in all areas of her life.
Jacob Miller is a wealth advisor for KBK Wealth Management. Prior to joining the firm, he was a vice president and senior portfolio manager for the Lerner Silverman Group at Morgan Stanley for six years. There, he worked with high-net-worth clients, developing custom asset allocation strategies utilizing in-depth product research and risk management.
Jacob holds a bachelor of arts in finance from Penn State University. His interests include family, friends, music, and sports. He enjoys golf and tennis and is an avid fan of the New York Jets.
Jacob and his family are active in the Greater New York Chapter of ALS. For many years he has participated in the annual For the Love of Jemma Walk to Defeat ALS.