Brent Weiss CFP® ChFC® | Head of Financial Wellness
As a founding member of Facet, Brent brings over a decade of experience as a financial planner to support Facet’s mission of making high-quality financial advice more affordable and accessible to families that need it most. As chief evangelist, Brent guides the vision of Facet’s financial life planning experience, ensures consistent brand messaging internally and in the industry, and acts as a champion and advocate for the financial planning profession. Prior to Facet, Brent was a principal at an independent wealth management firm where he served as a lead planner, chaired the investment committee, and coached and mentored next-generation advisors. As a believer in the empowering effects of financial planning on improving overall financial health and wellness, Brent is an ambassador for innovative next-generation planning solutions and the technology that will enable greater access.
Education: Notre Dame (BA)
Articles Written by Brent Weiss
Why everyone needs an estate plan
Imagine what would happen if you, or someone you love, gets hurt, sick, or even worse, if there’s an unexpected loss of life? Now imagine
A year-end financial checklist: 2023 complete guide
Critical financial moves to make by year-end to help you save on taxes this year and enjoy a more financially successful 2024.
Unlocking the potential of your 401(k): Tax benefits, contributions, and investment strategies
Whether you’re enrolling in a new plan, on your way to saving for retirement, or somewhere in between, here’s what you need to know.
Financial stress, your health, and living well
To avoid unhealthy levels of financial stress, it is important to understand one’s own stories about money and the situations they find themselves in.
10 things to do if you get laid off
Here are 10 helpful tips to help you through a layoff.
Advisor certifications: Why understanding them is important
Understand the different types of certifications and why they matter.