Financial Advisor Background
Bret Tackett CFP is a financial advisor in Cary, North Carolina and Venice, Florida. Unlike typical advisors at banks and brokerage firms, he always serves as a fiduciary to his clients and is never compensated by the investments he recommends. Additionally, he is an independent, fee-only, Certified Financial Planner. Bret founded Tackett Wealth Management in 2009. He specializes in helping select retirees and non-profit institutions make smarter decisions about their money.
Bret holds a Master of Science degree in Decision & Information Sciences from the University of Florida. He also holds a Bachelor of Science degree in Finance from the University of Florida. He earned the CERTIFIED FINANCIAL PLANNER™ designation from the CFP Board of Standards in 2007. Bret has provided continuing legal education to attorneys, lectured to students and professors at local universities, and served as an expert witness in investment management.
Education, Certifications, Experience
- Master of Science in Decision & Information Sciences, University of Florida, Warrington College of Business
- CERTIFIED FINANCIAL PLANNER ™ (CFP) Professional, CFP® Board of Standards (Venice, FL) *
- Bachelor of Science in Finance, University of Florida, Warrington College of Business
- Accredited Asset Management Specialist designation, College for Financial Planning
- Financial Advisor, Wells Fargo Advisors, Venice, FL
- Financial Advisor, A.G. Edwards, Venice, FL
Personal
A Florida native, I grew up in Venice and Englewood. Today, I spend time in both our Cary, North Carolina and Venice, Florida offices. When not working, I enjoy being with my wife and son—hiking, traveling, swimming, etc. Outside of work and family, I am often enthralled in Brazilian jiu-jitsu, a martial art for which I have attained the black belt rank.
Areas of Focus
- Private asset management
- Retirement planning and distribution strategies
- Fiduciary oversight
- Non-profit organizations
Contact Info
* Bret Tackett’s current CFP® certification status can be found here.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.