Brent WeissCo- 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
, 2:00pmView Session