CERTIFIED FINANCIAL PLANNER™ Vice President
212-573-5558 / email@example.com
Brett is one of the founding partners of Client Focused Advisors and he has been in the industry since 2010.
Brett helps his clients with financial planning by taking a look at their big picture and determining if they are on track to meet their retirement and college education goals. He uses a financial planning program to consider their currents assets and investments, how much they are saving, and what their objectives are to see if they are on course. He then determines how making changes will affect their probability of success.
Brett also helps clients to assess their investment and retirement accounts to determine if there are areas where they may be able to improve returns or take less risk. As an independent financial advisor, he reviews and partners with various asset management firms and investment companies for ongoing portfolio management. Brett also evaluates annuity options for clients if they would like guarantees associated with some of their assets.
Brett additionally works with clients to protect themselves and their families with life insurance, disability insurance and long-term care insurance policies. He partners with insurance brokerage firms to help his clients obtain the best prices for the benefits they are seeking. He can also do reviews of existing policies.
Brett graduated from Boston University and he currently lives in Greenwich, CT with his wife, daughter and son. He enjoys playing sports, traveling, and spending time with family and friends. Brett is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6, 63, 65 & 7 licenses along with life & health insurance licenses.