Brian Puckett

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My journey to becoming a CERTIFIED FINANCIAL PLANNER™ professional began over three decades ago, a testament to my long-standing commitment to helping people like you make the most of their financial lives. Before this, I honed my skills as a lawyer with a prestigious Florida law firm and as a CPA with one of the world's top public accounting firms. This diverse professional background gives me a unique perspective when helping you achieve your most cherished financial goals. And what I hope to deliver is advice that works for you because your financial success is my highest priority. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients.