The foundation of Brette’s career was formed by her years of experience at Charles Schwab as a portfolio consultant and team leader. Since then, she has honed her skills helping independent investment advisory firms operate, and navigate the Schwab platform, efficiently.
Brette earned a B.A. in Psychology from the University of Central Florida and received a Financial Planning Certificate from the Florida Institute of Technology. She is a Certified Financial Planner (CFP)™ certificant and previously held FINRA Series 7, 9, 10, 63, & 66 licenses.