Senior Financial Planner
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Enrolled Agent (EA)
University of California, Los Angeles, B.A. Political Science, English
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
Unemployment Rates, Biden’s Infrastructure Bill, and Increasing Tax Rates | Market Update March 29, 2021