Brette M.

Brette M. Email and Phone Number

Founding Partner & Investment Advisor at MacLean Capital Advisors, LLC @ MacLean Capital Advisors LLC
indian wells, california, united states
Brette M.'s Location
Indian Wells, California, United States, United States
Brette M.'s Contact Details

Brette M. work email

Brette M. personal email

n/a
About Brette M.

As Vice President and founding partner of MacLean Capital Advisors, I provide portfolio management and retirement planning to high net worth families and businesses. Our President, Christian MacLean, holds the professional designations of Chartered Financial Analyst (CFA) and a Certified Public Accountant CPA. These qualifications enable our firm to provide holistic and tax efficient wealth management. Specialties: Portfolio Management, Retirement Planning, Investment Advisor, Indian Wells and Southern California

Brette M.'s Current Company Details
MacLean Capital Advisors LLC

Maclean Capital Advisors Llc

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Founding Partner & Investment Advisor at MacLean Capital Advisors, LLC
indian wells, california, united states
Website:
macleancapital.com
Employees:
4
Brette M. Work Experience Details
  • Maclean Capital Advisors Llc
    Partner
    Maclean Capital Advisors Llc Feb 2009 - Present
    Indian Wells
    Vice President of MacLean Capital Advisors, LLC a Registered Investment Advisor providing investment management services for high net worth individuals and businesses.
    View
  • Maclean Capital Advisors Llc
    Investment Advisor
    Maclean Capital Advisors Llc Feb 2009 - Present
    Indian Wells California
    View
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Jan 2008 - Feb 2009
    View
  • Palm Springs Unified School District
    Principal
    Palm Springs Unified School District Aug 2000 - Jan 2008
    View

Brette M. Education Details

Frequently Asked Questions about Brette M.

What company does Brette M. work for?

Brette M. works for Maclean Capital Advisors Llc

What is Brette M.'s role at the current company?

Brette M.'s current role is Founding Partner & Investment Advisor at MacLean Capital Advisors, LLC.

What is Brette M.'s email address?

Brette M.'s email address is br****@****tal.com

What schools did Brette M. attend?

Brette M. attended Uc Santa Barbara, University Of La Verne, Chapman University.

Who are Brette M.'s colleagues?

Brette M.'s colleagues are Halle Carter, Christian A. Maclean, Cfa, Cpa, Ramona Graab.

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