Brett A. Koeppel, Cfp®

Brett A. Koeppel, Cfp® Email and Phone Number

I help WNY families develop the confidence to spend, give, and live in retirement | Investopedia Top 100 Advisor @ Eudaimonia Wealth
Brett A. Koeppel, Cfp®'s Location
Buffalo, New York, United States, United States
Brett A. Koeppel, Cfp®'s Contact Details

Brett A. Koeppel, Cfp® personal email

About Brett A. Koeppel, Cfp®

I'm a proud born and raised Buffalonian passionate about teaching others how to live richer, more intentional lives by making the most of the decisions with money that they face.After spending the first eight years of my career with a large wealth management firm, I recognized the need in Buffalo for real financial planning that was focused around the client, not the company, and delivered in a way that people could understand. In 2019, I founded Eudaimonia Wealth; a fee-only financial planning firm dedicated to helping local families retire with confidence by providing independent, objective advice.Our clients share the belief that money is a tool to live a fulfilling life. We provide the personalized and objective guidance they need to make confident decisions with their money so they can spend their time in retirement doing the things they most enjoy.As a fee-only advisor, I act as a fiduciary to my clients, meaning I am required by law to act in their best interest at all times.

Brett A. Koeppel, Cfp®'s Current Company Details
Eudaimonia Wealth

Eudaimonia Wealth

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I help WNY families develop the confidence to spend, give, and live in retirement | Investopedia Top 100 Advisor
Brett A. Koeppel, Cfp® Work Experience Details
  • Eudaimonia Wealth
    Founder & Financial Planner
    Eudaimonia Wealth Sep 2019 - Present
    Eudaimonia Wealth is a fee-only financial planning firm and wealth management firm in Buffalo, NY dedicated to helping families retire with confidence and live a life they love.
  • Merrill Lynch
    Senior Financial Advisor
    Merrill Lynch Apr 2012 - Aug 2019
    New York, Ny, Us
    As a Senior Financial Advisor, I leveraged Merrill Lynch resources to develop and maintain personal wealth management relationships with successful individuals and families in the Western New York area. I worked closely with clients to define their priorities in life and implement a plan of how to use their money to support that vision.

Brett A. Koeppel, Cfp® Skills

Estate Planning Financial Advisory Retirement Services Fiduciary Independent Financial Advice Retirement Savings Wealth Preservation Planning Retirement Income Strategies Comprehensive Planning Retirement Planning Financial Planning Wealth Management Services Retirement Benefits Portfolio Management Iras Investments Education Planning Asset Allocation Wealth Management Mutual Funds Fiduciary Management Investment Strategies Wealth Accumulation Certified Financial Planner Holistic Financial Planning Personal Financial Planning 401k Rollovers 401 Retirement Savings Plans Investment Management

Brett A. Koeppel, Cfp® Education Details

  • Canisius University
    Canisius University
    General
  • College For Financial Planning
    College For Financial Planning
    Cfp Certification Professional Education Program
  • Kenmore West Senior High School
    Kenmore West Senior High School

Frequently Asked Questions about Brett A. Koeppel, Cfp®

What company does Brett A. Koeppel, Cfp® work for?

Brett A. Koeppel, Cfp® works for Eudaimonia Wealth

What is Brett A. Koeppel, Cfp®'s role at the current company?

Brett A. Koeppel, Cfp®'s current role is I help WNY families develop the confidence to spend, give, and live in retirement | Investopedia Top 100 Advisor.

What is Brett A. Koeppel, Cfp®'s email address?

Brett A. Koeppel, Cfp®'s email address is ko****@****ail.com

What schools did Brett A. Koeppel, Cfp® attend?

Brett A. Koeppel, Cfp® attended Canisius University, College For Financial Planning, Kenmore West Senior High School.

What skills is Brett A. Koeppel, Cfp® known for?

Brett A. Koeppel, Cfp® has skills like Estate Planning, Financial Advisory, Retirement Services, Fiduciary, Independent Financial Advice, Retirement Savings, Wealth Preservation Planning, Retirement Income Strategies, Comprehensive Planning, Retirement Planning, Financial Planning, Wealth Management Services.

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