Bret Kaye, MBA, CFP®, AIF®, currently serves as an Advisory Board Member at Citizens since January 2023 and as Senior Vice President and Financial Advisor at Wealth Enhancement Group since October 2019, which emphasizes long-term client relationships and comprehensive financial planning. Prior experience includes advisory roles at Investors Bank and serving as Vice President of Financial Life Planning at AEPG® Wealth Strategies, where customized advice is provided as a fiduciary. Bret's earlier career included a Sales Associate position at The Kislak Company, Inc., specializing in real estate and financial services. Bret holds a BS in Finance and Management and an MBA in Finance, both from Seton Hall University.
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