Brent Weiss, CFP®, ChFC®

Co-Founder & Head of Financial Wellness at Facet

Brent Weiss, CFP®, ChFC® has extensive experience in the financial industry. Brent is currently the Co-Founder & Head of Financial Wellness at Facet, a company that aims to improve the lives of Americans through affordable financial advice and services. Prior to this, Brent worked as a Principal at Brotman Financial Group from 2011 to 2016. Brent was also a Member at Fusion Advisor Network from 2008 to 2016. Before that, Brent served as an IAR at Kestra Investment Services, LLC and Kestra Advisory Services, LLC from 2005 to 2012. Brent started their career at Brotman Financial Group, Inc. as the Vice President and Director of Financial Planning from 2005 to 2010.

Brent Weiss, CFP®, ChFC® has a diverse education history. Brent first obtained a CrossFit Level 1 Trainer certificate, specializing in Health and Physical Education/Fitness. Brent then attended the University of Notre Dame from 2001 to 2005, where they earned a Bachelor of Business Administration (BBA) degree with a focus on Finance. Before attending the university, they studied at St. Paul's from 1997 to 2001, although no specific degree or field of study was mentioned for this period.

In addition to their educational background, Brent holds several certifications. Brent obtained the Chartered Financial Consultant (ChFC) designation from The American College of Financial Services in August 2014. Brent also received a CrossFit Level 1 Trainer Certificate from CrossFit Education in May 2023. Furthermore, they are a Certified Financial Planner (CFP®), although the specific institution or year of certification acquisition was not provided.

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Timeline

  • Co-Founder & Head of Financial Wellness

    August, 2016 - present