Brett Mongeau, CFP®

Brett serves as a Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With more than a decade of experience in the financial services industry, Brett offers his clients a truly comprehensive planning experience. Prior to Joining Creative Planning, Brett was a wealth management associate at an independent wealth management firm.

Brett received his Bachelor of Science degree from Syracuse University. He is also a CERTIFIED FINANCIAL PLANNER^® professional, as designated by the Certified Financial Planner Board of Standards.

In his spare time, Brett enjoys traveling, cycling, cooking and spending time with family.