Bret R. Tackett, MS, CFP

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Private Wealth Manager                            CERTIFIED FINANCIAL PLANNER ™
President                                                       Master of Science

Bret Tackett is the founder and president of Tackett Wealth Management. Unique to the investment industry, he has a legal, fiduciary duty to always act in the client's best interest. He is never compensated by the investments recommended, allowing investors to avoid the industry's most abused conflicts of interest.  

Bret has been helping individuals meet their investment goals for over 10 years. He holds the CERTIFIED FINANCIAL PLANNER™ designation, along with a Master of Science in Decision & Information Sciences, and a Bachelor of Science in Finance. He specializes in providing private investment management and financial planning services to affluent retirees. He is approved by the Florida Bar to provide continuing legal education to attorneys on such areas, including retirement plan distribution strategies and family legacy planning.


Experience

Tackett Wealth Management:  President / Private Wealth Manager / Fee-Only Financial Planner, May 2009 - Present

 A.G. Edwards / Wells Fargo Advisors: Financial Advisor, Sept. 2001 - May 2009

 Nortel Networks: Business Analyst, June 2000 - July 2001


Certifications


CERTIFIED FINANCIAL PLANNER™ Professional, CFP® Board of Standards

Accredited Asset Management Specialist, College for Financial Planning

 

Education


Master of Science in Decision & Information Sciences, University of Florida - Warrington College of Business

Bachelor of Science in Finance, University of Florida - Warrington College of Business

 

cfp_small Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.