Brett Mohler

Brett Mohler, CFP®, CPWA®, CIMA®, is the Vice President and Wealth Planner at Fidelity Investments. With previous experience as a Financial Consultant at Fidelity and a VP of Financial Consulting at Charles Schwab, they have dedicated their career to helping clients achieve their financial goals through tailored wealth management strategies. Brett is also an active member of the Worthington Estate Planning Council and the BGSU Business Board. They hold a Bachelor of Science in Business Administration with a focus on Applied Economics and Finance from Bowling Green State University, and are currently pursuing further studies at Yale School of Management in Wealth and Investment Management.