San Diego, California Office
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Brett joined EP Wealth Advisors in May 2024. He brings close to two decades of experience serving high-net-worth individuals, corporate executives and business owners. Brett has a passion for helping others and does so through comprehensive planning with focuses in tax, retirement, insurance, estate and investments.
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Prior to joining EP Wealth Advisors, Brett served as a Senior Wealth Advisor at a billion-dollar San Diego (RIA) where he was an integral member in building the firm’s financial planning process and implementing personalized wealth management solutions tailored to each client’s specific needs.
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Brett holds a CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and earned his Bachelor of Science in finance from the Northern Arizona University. Brett grew up in San Diego, CA and currently resides in Rancho Peñasquitos with his wife and son.
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Outside of the office you can find Brett out on his mountain bike, playing racquetball, camping across the southwest or spending time with his family.
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