Brett Heaton Juarez

Brett Heaton Juarez

Financial Advisor

  • CFP®
  • CLU®
  • ChSNC®
  • M.S.
FINRA BrokerCheck
  • CA License: #0K01048

100 E Wisconsin Ave, Ste 2300
Milwaukee, WI 53202
414-615-2909 Visit my website

About my practice

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, ESG investing, LGBTQ friendly, member Veterans Chamber of Commerce.

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