Brett Panziera
CFP®
Financial Planner
Education &
Certifications
Certifications
CERTIFIED FINANCIAL PLANNER™ (CFP®)
University of California, Los Angeles, B.A. Political Science, English
About Brett
Brett has 4 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. He earned his CFP® certification in 2017. Brett graduated from UCLA with a bachelor’s in
Political Science and a minor in English. In his spare time, he
enjoys playing basketball in the Los Angeles sunshine or staying in to
play guitar.
Latest Posts by
EP Wealth Advisors
How can Brett help?
Our Team
Investment
Committee
Financial Planning
Committee
- Kevin Ashworth, CFA
- Kevin Beebe, CFA
- Sid Ean, M.Sc.
- Patrick Goshtigian, CFA
- Derek Holman, CFP®, AIF®
- Cris Moran, CFA, CFP®
- Brian E. Parker, CFP®
- Adam Phillips, CFA, CFP®
Financial Planning
Operations Team
- Kelly Alameddin, FPQP®
- Guy Anderson
- Jeni Buys
- Meredith Beazley
- Brenda Bishop
- Garrett N. Carter, CFP®
- Mario Chilin, CCEP®, CSCP®
- Aleksandr Chkadua
- Ana Contreras
- John Ertman
- Safa Ghabbour
- Austin King
- Elena Israel
- John McCormick
- Breene Murphy
- Debi Murphy
- Trevin O’Cain
- Jeanne Oshiro
- Alicia Ramirez
- Sherryl Ray
- Heather Santana
- Chad Sinclair, CPA, FCCA
- Aaron Solorzano
- Geniffer Takacs, CFA