Brett Koeppel (CFP®)

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

  • Baby Boomers
  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

I'm a native Buffalonian, and proud to still call it home today.

I’ve spent the majority of my career working for a large wealth management firm.  Over time, I realized the focus was more on how to make the firm more money, not how to make a greater difference in the lives of others.  I set out to change that.

In 2019, I founded Eudaimonia Wealth—a Buffalo Fee-Only Financial Planner.  We specialize in helping families understand how to retire with confidence and live the life they want.

I am a lifelong learner and committed to continuously growing into the best professional I can be.  I believe there is a significant need in our society for honest and objective financial planning, and am actively engaged in the efforts to advance the required industry standards.

Current Professional Associations:

 


 

Additional Information

I grew up in Kenmore and attended Canisius College where I earned a degree in Finance.  In addition, I hold the CERTIFIED FINANCIAL PLANNER™ designation—demonstrating my commitment to the highest standards of integrity and professionalism in the industry.

When I’m not building financial plans, you can most often find me at a hockey rink, Bills game, or sampling a flight at a local brewery with my wife, Erin.  I currently serve on the board of directors for Habitat for Humanity Buffalo and enjoy staying actively involved in many of the things that make Western New York great.
 

NAPFA Start Date

September 24, 2019

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This Office

1207 Delaware Avenue, Suite 110 Buffalo, NY 14209 Phone: (716) 362-1182