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
