Brett Wysopal (CFP®)
Brett Wysopal focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Entrepreneurs
- Investment Advice with Ongoing Management
- Millennials
- Professional Athletes or Entertainers
- Business Owners
- Corporate Executives
- Entrepreneurs
- Investment Advice with Ongoing Management
- Millennials
- Professional Athletes or Entertainers
Planning Specialties
Equtiy compensationAdditional Information
Before founding Wysopal Wealth, I spent 7 years as a financial advisor, helping clients navigate the complexities of their wealth. I created Wysopal Wealth because I believe personal finance should be deeply personal. Your financial plan shouldn’t be a set of static graphs but a dynamic process that evolves with your life—whether you’re managing equity compensation, planning for family growth, or adapting to changing tax laws.
At Wysopal Wealth, we specialize in working with equity-compensated individuals and ex-athletes with variable incomes, tailoring strategies to meet their unique financial challenges. We keep a small, focused client list to ensure you always receive personalized attention. My approach is rooted in helping you live fully today while planning for tomorrow because I believe financial happiness can—and should—be a goal we achieve together.
NAPFA Start Date
October 14, 2024
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