Brett Agnew started in the financial industry in 1993 and transitioned to wealth management in 2017. Brett has developed a talent and passion for financial planning. He is responsible for our financial planning process and works together with our clients and team to problem solve the many complex puzzles of creating comprehensive plans for our diverse clients.
Previously in his career, Brett worked with several regional investment banks based in San Francisco, focusing on supporting their trading desks. During that time, he developed his knowledge of capital creation, institutional trading, the financial markets and risk management.
Brett is a CFP® professional. He holds a B.S. in Business Administration from the University of California Chico and holds his Series 7, 63 as well as CA Life and Health License.
Brett lives in Clayton with his wife Elise and their two children, Ronan and Mikayla. His favorite pastime is spending time with his family, traveling and coaching youth sports.
Achievements
Professional Designations:
- CERTIFIED FINANCIAL PLANNERTM (CFP®)