Managing your wealth is as much about your relationships as it is your personal finances. From a child’s college fund to a parents’ long-term care, to grandparents, siblings, aunts and uncles, your complete financial picture often includes the people you care about.
As an advisor with nearly 20 years of experience in the industry, I’ve worked with multiple generations of families to help my clients build a holistic plan for their unique needs and relationships. I focus on comprehensive guidance to help clients most efficiently align their life goals with their finances.
Education & Designations
- B.S., Business Management, University of Phoenix
- Series 6, 7, 63 and 66
- Arizona Life, Accident and Health Insurance licensed
- Multi-year Securities America Leaders Forum qualifier
- Multi-year AssetMark Gold Forum qualifier
- 2024 Osaic Wealth Odyssey qualifier
More About Me
Growing up on a family farm in Idaho, where we grew wheat, barley, alfalfa, and raised beef cattle, I learned the importance of nurturing and the timeless values of honesty, integrity, and hard work. I married my college sweetheart, and we have four amazing children who are grown.
In my spare time, I enjoy time with my wife and kids, visiting family in Idaho and Lake Tahoe, flying our airplane as a private pilot, hiking, and doing action sports with my kids, including motocross, snow skiing, snowboarding, waterskiing, and wakeboarding.
For immediate assistance, please contact one of our wealth management administrators.
Brent Cattani is registered to conduct securities business in AZ, IA and TX.