Brittany Komorowski (CFP®, EA)

Planning Specialties

Brittany is passionate about helping clients develop a unique plan that aligns with their values to help them accumulate, maintain and preserve their wealth. As a fee only financial planner, she is committed to helping clients create their best life through her focus towards what truly matters to each person.  

Brittany carries a Bachelor of Science- Personal Finance degree from the University of Wisconsin-Madison’s prestigious financial planning program. After passing the rigorous education, exam, experience and ethics requirements she has been a CERTIFIED FINANCIAL PLANNER TM professional since 2018. Brittany enjoys taxation and specializes in tax planning and preparation for existing clients. To further her expertise in taxation, she became an Enrolled Agent through the Internal Revenue Service. She also carries her Wisconsin life insurance license for consulting purposes.

Additional Information

Brittany is actively involved in the Financial Planning Association of Wisconsin and is a current board member. In her free time, she enjoys giving back to the community by volunteering doing tax preparation through the VITA program and presenting financial literacy presentations to high schoolers through Secure Futures. She currently lives in New Berlin with her two cats, Jackson and Cooper.

NAPFA Start Date

July 01, 2019

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This Office

700 Pilgrim Pkwy Ste 300 Elm Grove, WI 53122-2064 Phone: (262) 785-1377