Brent believes that all people deserve access to the life changing benefits of unbiased, personalized financial advice that integrates into every facet of life. As Co-Founder of Facet Wealth, he has dedicated his career to the mission of democratizing financial planning and to creating a world where all people are empowered by their personal finances and use them to create a better life.
In his role as Chief Evangelist, Brent’s passion for financial health and wellness guides the mission and vision of the firm, while his insight informs the client experience and the innovative, next-generation planning solutions and technology that will enable greater access. His passionate advocacy for the future of the profession and outspoken viewpoints on the potential impact of true financial health for this country have been featured in Fortune, Fast Company, CNBC, Barron’s, U.S. News & World Report, The Wall Street Journal, The New York Times, USA Today and other national media.
Prior to joining Facet Wealth, Brent was a principal at an independent wealth management firm. There he served as a lead planner, chaired the investment committee, and led the professional development program for next-generation advisors, all by the age of 28. In 2012, Brent’s leadership was recognized by Forbes as one of its “30 Under 30” in the field of finance. He graduated with honors from the University of Notre Dame with a Bachelor of Business Administration degree and is an avid Fighting Irish fan.
Session Information
Increasing Access to Financial Planning
Friday, August 13 | 11:45am PT
A CNBC and Acorns study found that only 17% of Americans are utilizing a Financial Advisor. As professionals, we know the lasting value in having a plan and in working with a financial planner. Yet everyday Americans do not understand what financial advice really is nor do they believe they have the income or the assets to gain access. The next generation of financial planners are looking to change this – to increase access and to broaden the diversity of their client base – but many don’t know where to start. Join us to learn how Facet Wealth is driving innovation and change, rethinking the financial advice service model, and scaling high quality, fiduciary advice for a more diverse client base. In this session, we will explore what you can do individually, and what we can do collectively as a community, to increase access and elevate the financial health of a nation.