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RIA Edge
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

Brent Weiss
Co- Founder at Facet Wealth

Profile

As a founding member of Facet Wealth, Brent brings over a decade of experience as a financial planner to support Facet’s mission of making high-quality financial advice more affordable and accessible to families that need it most. Prior to Facet, Brent was a principal at an independent wealth management firm where he served as a lead planner, chaired the investment committee, and coached and mentored next-generation advisors. As a believer in the empowering effects of financial planning on improving overall financial health and wellness, Brent is an ambassador for innovative next-generation planning solutions and the technology that will enable greater access.


Agenda Sessions

  • Wealth 2.0: The Nexus of Digital Services and Human Advice

    2:00pm