As a member of the Chau Q Lai Financial Advisory team, Brett focuses on how clients want to live their lives then, together, they strategize a path to reach and transcend expectations. To this end, Brett Keener:
- Takes the time to discuss clients's fears, hopes and aspirations
- Coaches business owners and professionals to synchronize their values, their life goals and their financial wellbeing
- Offers professional business and financial advice that focuses on long term goals
- Acts as a partner to his clients, shouldering their concerns so that they are not acting alone
- Designs and develops a financial plan that addresses challenges and supports the life his clients aspire to live
- Provide them with financial clarity, control over their financial affairs and peace of mind
For recently graduated dentists and physicians, Brett Keener:
- Develops action plans to reach an optimal balance between paying down their student loan debt and saving for their future
- Offers guidance on all business and financial aspects particular to their profession
- Provides financial education to complement opportunities that are created by their highly specialized fields
Availing himself of cutting edge technology and web meetings flexibility, Brett Keener serves clients nationwide.
Education: BA, Government, The College of Williams and Mary, Williamsburg, VA (1999)
Designation: CERTIFIED FINANCIAL PLANNER™
1999—2014 Certified Financial Services, LLC
2014— Pacific Advisors
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License #0F49384.