Brett Burchett of FP Wealth Management, Inc. Passes CFP® Exam

Brett Burchett of FP Wealth Management, Inc. (www.FP-Wealth.com) passed the CFP® exam in April and can now hold himself as a CFP® professional. For more than 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board’s ethical standards that require them to put their clients’ interests first.

“God is so good and faithful, and has blessed me with a wonderful wife, friends, and coworkers to support me along the way,” said Brett. “I’m excited to continue doing great things for my amazing clients with this extra level of care and knowledge.”

Brett obtained his insurance and securities licenses immediately following his high school graduation and started his career as a financial advisor. While doing this, he continued his education and graduated from the University of Nebraska-Lincoln with a degree in finance. Brett then attended Northwestern University for his CFP® Certification Education. He also holds his Accredited Investment Fiduciary (AIF®).

Brett’s community involvement includes serving in the youth ministry at Lincoln Berean Church, being a Journey of Generosity (JOG) Facilitator through Generous Giving, teaching personal finance through Junior Achievement where he serves as a YP Board Member, leading the Scholarship Committee with the Rotary #14 Club, and judging state competitions with Nebraska DECA. He is also a member of various other organizations in Lincoln, including the Society of Financial Service Professionals (FSP) where he serves as president, Nebraska Financial Education Network where he serves as a board member, and many more.

FP Wealth Management, Inc. (www.FP-Wealth.com) is an independent wealth management firm focusing in financial planning for individuals and families with a client-centric approach. At FP Wealth, Brett helps clients focus on five key areas: income tax planning, estate planning, retirement income planning, investment planning, and insurance. To learn more, visit www.FP-Wealth.com or contact Brett at (402) 454-7204 / brett@fp-wealth.com.