Brett Panziera, CFP®, EA
Associate Director, Financial Planning
West Los Angeles, California
Associate Director, Financial Planning
West Los Angeles, California
Brett is an Associate Director, Financial Planning for EP Wealth Advisors where he supports the team in developing comprehensive financial plans for their clients.
Brett has four years in the finance industry, formerly working for MetLife and MassMutual as a financial planning specialist and para-planner. Brett worked to develop comprehensive financial plans as well other solutions for a financial service representative population of 110. In addition, Brett managed the overall direction of the financial planning platform for the firm and worked with local corporate resources on various projects.
Brett received his B.A. in Political Science with a minor in English from the University of California, Los Angeles. He earned his CFP® certification in 2017.
In his spare time, Brett enjoys playing basketball in the Los Angeles sunshine or staying inside to play his guitar.
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