Series 65 Advisory Registration†, CFP®
Brett Fingerhut has more than 20 years of investment experience in global equity markets. He joined Wealth Enhancement Group in 2021 through the Investor Solutions acquisition. Brett focuses on the unique financial goals of each client to help manage an investment portfolio for their personal situations and risk tolerance. With his wealth of experience, Brett strives to provide high levels of satisfaction and loyalty to his clients.
Brett’s prior experience in wealth and investment management includes working as a Director with the Florida-based Succession Group, which specializes in wealth transfer strategies for ultra-high net worth families. In this position, Brett worked in-depth throughout the process of succession planning, analyzing financial and wealth documents to design recommended strategies, and served as the liaison between the wealth management and succession planning partnership. Before working with The Succession Group, Brett worked at Smith Barney. These experiences have strengthened Brett’s client focus and relationship-building skills.
Brett is married to his wife Johanna and has two young daughters Celine and Amara.
- BA - Finance, University of Central Florida
- MBA - University of Miami
- CERTIFIED FINANCIAL PLANNER™ Professional
Brett serves clients at our Miami, FL office.
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† Advisory registrations are held with Wealth Enhancement Advisory Services.