Brett Polzin (CFP®, EA)
Brett Polzin focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- College/Education Planning
- Entrepreneurs
- Federal Employees
- Generation X
- AUM
- Baby Boomers
- College/Education Planning
- Entrepreneurs
- Federal Employees
- Generation X
Additional Information
Brett was born and raised in Wisconsin and grew up actively involved in football, basketball, and baseball. After high school, he was interested in information technology and enlisted in the United States Air Force. In 2013, after honorably serving in the Air Force, he began a career helping people with personal finance and investing. Shortly after moving to Colorado in 2015, he met his wife Sarah who is presently an Assistant Principal within the Cherry Creek School District. Brett lives in Parker, Colorado with his wife, three children, and their Miniature Australian Shepherd. In his free time, he enjoys golfing, attending local music and sporting events, coaching youth sports, volunteering and traveling. Brett is a lifelong Green Bay Packers fan and enjoys any conversation about the team. Brett is a member of the following professional organizations: NAPFA FPA (Financial Planning Association) NAEA – National Association of Enrolled Agents NATP – National Association of Tax Professionals FeeOnly NetworkNAPFA Start Date
August 18, 2023
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