Brent Fuchs, Cfp®, Crpc®, Chfc®, Clu® Email & Phone Number

Brent C. Fuchs is a CERTIFIED FINANCIAL PLANNER™ practitioner and partner with Heritage Financial Consultants, LLC. His practice encompasses financial, estate planning strategies, business succession, and investment planning. Brent works with individuals, families, and executives to develop comprehensive financial and retirement plans to help them achieve their financial independence.After obtaining his degree in Business Administration (minoring in Accounting) from Western Maryland College, Brent began his career as a Financial Planner with Osaic FA (formerly known as Lincoln Financial Advisors) in 2000. Brent is a Registered Representative and an Investment Advisor Representative. In addition, he is also a licensed life and health insurance agent. Brent is a member of The Resource Group (TRG), which is an internal invitation-only, nationwide network of the top planners within Osaic FA. He has also qualified for the Million Dollar Roundtable each year since 2012. The Million Dollar Round Table membership is independently produced by The Premier Association of Financial Professionals®. Members must meet a certain level of premium, commission or income during the year, they must also adhere to strict ethical standards. They must love helping others with their financial needs and ensuring that they are prepared in the event of a catastrophe. There is a commission fee of $1100 to be a member and members must apply. Brent possesses the most relevant financial planning designations to serve his clients. In 2003, Brent obtained the CERTIFIED FINANCIAL PLANNER™ practitioner certification, a benchmark certification for the financial planning industry. Additionally, he holds the Chartered Financial Consultant™ and Chartered Life Underwriter™ designations from the American College and the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning.Brent lives in Denton, Maryland with his wife Lucy and two children, Paight and Sadie.

Listed skills include Financial Planning, Financial Advisory, Risk Management, Life Insurance, and 10 others.

• 

  Financial Planner

  Heritage Financial Consultants, Llc

  Mar 2001 - Present - 147 Main Street, Preston, Maryland

  Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.