Brett Polzin (CFP®, EA)

Brett Polzin focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • College/Education Planning
  • Entrepreneurs
  • Federal Employees
  • Generation X

Planning Specialties

Specializing in helping busy professionals, successful entrepreneurs, and those who serve others align their values with their finances. My planning approach includes retirement readiness, tax-smart strategies, and investment management in one integrated service. From Roth conversions to social security timing, my clients benefit from coordinated advice across all aspects of their financial life.

Additional Information

Brett founded Eight Peaks Wealth Management to bridge the gap between tax advice and financial planning. As a CERTIFIED FINANCIAL PLANNER® professional and IRS Enrolled Agent, Brett brings deep expertise across many facets of wealth management. His knowledge spans budgeting, cash flow management, savings strategies, investment management, insurance solutions, tax optimization, estate planning, education planning, debt management, employee benefits, corporate structure, and retirement planning. After honorably serving in the U.S. Air Force, Brett transitioned into financial services in 2013 and has since dedicated his career to helping families, retirees, and small business owners make smarter financial decisions. He is passionate about giving back to the community and is an active member of the Rotary Club of Parker, the American Legion, and the Parker Chamber of Commerce. Previously, he served as a registration director for Special Olympics Oklahoma, supporting events held at Vance Air Force Base. Brett lives in Parker, Colorado with his wife Sarah—an Assistant Principal in the Cherry Creek School District—their three children, Parker, Brooklyn, and Gavin, and their Miniature Australian Shepherd, Sam. The family stays active in local youth sports. Brett is a member of several professional organizations, including the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), the National Association of Enrolled Agents (NAEA), the National Association of Tax Professionals (NATP), and the FeeOnly Network. In his free time, Brett enjoys golfing, attending local music and sporting events, coaching youth sports, volunteering, traveling, and talking Green Bay Packers football whenever he gets the chance.

NAPFA Start Date

August 18, 2023

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

10233 S Parker Rd Ste 300 Parker, CO 80134 Phone: +1 (720) 316-1799