Professional
As a Wealth Management Advisor, I believe one’s experience, education and accreditation does not define one’s professionalism, but rather one’s character and professional standard of practice in supporting clients as a trusted financial expert.
Brett Bissell brings to his clients over fifteen years of professional experience in the financial industry spanning all levels of business and personal needs analysis. He became a financial representative so that he could make a more direct impact on the lives of individuals, families, and small business owners as they embark on the sometimes intimidating task of preparing their future. The long-term associations Brett has with his clients are core components of his business. Earning and preserving these relationships make Brett’s work fulfilling.
CFP®
Brett Bissell received his CFP ® certification in September 2002.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP ®, CERTIFIED FINANCIAL PLANNER ™ and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements. The CFP® and CERTIFIED FINANCIAL PLANNER™ certification marks are the most recognized financial planning marks in the world.
CLU
Chartered Life Underwriter
Brett Bissell received his CLU in May 2000 from the American College.
The CLU designation is the undisputed professional credential for persons involved in the protection, accumulation, preservation and distribution of the economic values of human life. For Financial Representatives such as Brett Bissell, as well as field managers and others involved in providing life insurance products to the public, the CLU designation is the common bond for continuing growth and commitment to professionalism.
ChFC
Chartered Financial Consultant
Brett Bissell received his ChFC in February 2002 from the American College.
The ChFC program focuses on the organized way to collect and analyze information on a client's financial situation; to help clients identify and establish specific financial goals and to formulate solutions to help meet those goals. The ChFC program provides financial professionals with in-depth knowledge of the skills needed to perform needs analysis for their clients.
Education
- Bachelor of Arts in Speech Communication from California State University, Long Beach
Awards and Recognition
- National Quality Award: 2002, 2004-2009
- BEST Personal Wealth Manager in Orange County – Orange Coast Magazine Publishing, March 2009
Associations and Memberships
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