Brett Coffman (CFP®, EA)

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

  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Special Needs Planning
  • Tax Planning

Planning Specialties

Estate Planning Financial Planning Investment Planning Tax Planning Business Transition Family Dynamics Philanthropy

Additional Information

As a Family Firm Institute Fellow, Brett brings over two decades of experience in financial, business and wealth advising. Through a comprehensive planning process, he specializes in helping families protect and transition their business value, preserve and grow wealth, and preserve family harmony, focusing on clients most important goals and hopes. As a fee-only advisor he is objective and has the best interest of his clients at heart.? Previously, as a Senior Vice President at BB&T, he created the foundation of the platform for providing business advisory services and worked in advisory work for several boutique fee-only firms. In those roles, he helped affluent and ultra-affluent clients determine how they would retire, transition their business interests, and transition assets to the next generation, while minimizing taxes and protecting family members from unforeseen events. Brett earned a B.S. in Economics from the University of Utah, a Master of Business Administration (MBA) from Syracuse University, a Certificate in Personal Financial Planning from New York University, an Advanced Certificate in Family Business Advising from the Family Firm Institute and is a Cannon Trust School graduate. He has passed a rigorous IRS administered tax exam, earning the designation Enrolled Agent (EA) and as a result is eligible to represent clients before the IRS. In addition, he earned a Ph.D. in Personal Financial Planning from Kansas State University, with a focus on family business dynamics and succession preparedness. He has been an Adjunct University Professor, published in several professional publications, including the Journal of Financial Planning, is a reviewer for several academic journals, and has been quoted in regional and national media. He is a member of the Financial Therapy Association, Family Firm Institute, and the Estate Planning Council of Charlotte.

NAPFA Start Date

May 13, 2021


This Office

2015 Ayrsley Town Blvd Ste 202 Charlotte, NC 28273-4067 Phone: (704) 607-7980