Brett Heaton Juarez

Brett Heaton Juarez

Financial Advisor

  • CFP®
  • CLU®
  • CLTC®
  • M.S.
FINRA BrokerCheck
100 E Wisconsin Ave, Ste 2300
Milwaukee, WI 53202
414-615-2909 414-213-2889 Visit my website

About my practice

I am a CERTIFIED FINANCIAL PLANNER™ 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 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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