Connie Brezik (CFP®, CPA/PFS)

Connie Brezik focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

  • Managing portfolios to save income taxes through various phases of your working and retirement years
  • Working with a team of advisors to achieve clients’ goals
  • Planning with families and multiple generations
  • Practical retirement and estate planning

A meeting over lunch or dinner, as well as in the office, allows clients to relax and open up in a way they might not in a more formal meeting environment. It’s all part of helping clients better understand various planning strategies that can help them meet their most important financial goals.

As a wealth advisor, I work with clients to form a comprehensive financial plan tailored to their individual circumstances that includes portfolio management, tax strategies, retirement analysis and education planning. I specialize in practical estate planning, helping clients appropriately title assets, arrange for the disposition of business and personal assets and accounts, and implement effective wealth transfer strategies.

Additional Information

Connie Brezik is a financial advisor with offices in Scottsdale, AZ and Casper, WY.  I welcome the chance to help clients work through difficult situations, finding solutions that they may not have thought of and guidance about what to do if their plans don’t work out as anticipated. Helping clients manage their finances is often tied to their business and family lives. The personal relationships that I develop are for the long term, and they often involve meeting and working with a client’s children and grandchildren.

I write a monthly column on investment and wealth planning for the Casper Star Tribune. My financial advice has also appeared in a number of other national and industry media outlets, including USA Today, Worth, Mutual Funds Magazine, Financial Planning and the Journal of Accountancy.

I served as president of Asset Strategies Inc. from 2002 until the firm joined Buckingham Strategic Wealth in 2015. I earned my bachelor’s degree in accounting from the University of Wyoming in 1979. A CPA, I also hold the CERTIFIED FINANCIAL PLANNERTM and Personal Financial Specialist (PFS) professional designations.

I am a past board of the Wyoming Community Foundation and chair of the nonprofit’s investment committee. I am also active with the Casper Rotary Club and enjoy traveling, hiking, biking and yoga.

NAPFA Start Date

May 09, 2000

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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

111 W 2nd St Ste 608 Casper, WY 82601-2469 Phone: (307) 266-4525

Other Offices

8570 E Shea Blvd Ste 140 Scottsdale, AZ 85260-6680 Phone: (480) 607-7445