Brett Heaton Juarez

Brett Heaton Juarez

Financial Advisor

  • CFP®
  • CLTC
  • CLU®
  • M.S.
FINRA BrokerCheck
100 E Wisconsin Ave, Ste 2300
Milwaukee, WI 53202
414-615-2909 Visit my website Back to Advisors in Wisconsin

About my practice

As a CERTIFIED FINANCIAL PLANNERTM professional, I am a fiduciary bound to act and advise in your best interest. I bring my core values of integrity, expertise and empathy to every conversation. As a former teacher/counselor, I am patient enough to hear your "why" to give your money meaning and purpose. Diverse clientele nationwide, socially responsible, LGBTQ friendly, Member Veterans Chamber of Commerce.

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