Brett Skloff Cfp®

Brett Skloff CFP®, AWMA® is a Certified Financial Planner at Commonwealth Financial Group, where comprehensive financial planning services are provided to affluent families and small businesses since May 2019. Prior experience includes roles as a Wealth Planning Associate at UBS, assisting in the development and management of financial plans, and as a Dealer Marketing Services Representative at Putnam Investments, where support was given to wholesalers and educational resources were provided on investment products. Brett has also held internships at Fiat Chrysler Automobiles in sales and product planning, and has experience as a sales consultant and business president in other entrepreneurial ventures. Brett holds a Bachelor's degree in Economics and Psychology from Indiana University Bloomington, completed in 2016.