Founder & Financial Planner
CurrentEudaimonia 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.
Sep 2019 - Present
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Brett A. Koeppel, Cfp® Email & Phone Number
I help WNY families develop the confidence to spend, give, and live in retirement | Investopedia Top 100 Advisor
at
Eudaimonia Wealth
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Current company
Role
I help WNY families develop the confidence to spend, give, and live in retirement | Investopedia Top 100 Advisor
Location
Buffalo, New York, United States
Who is Brett A. Koeppel, Cfp®? Overview
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Brett A. Koeppel, Cfp® is listed as I help WNY families develop the confidence to spend, give, and live in retirement | Investopedia Top 100 Advisor at Eudaimonia Wealth, based in Buffalo, New York, United States. AeroLeads shows a matched LinkedIn profile for Brett A. Koeppel, Cfp®.
Brett A. Koeppel, Cfp® previously worked as Founder & Financial Planner at Eudaimonia Wealth and Senior Financial Advisor at Merrill Lynch. Brett A. Koeppel, Cfp® holds Bachelor'S Degree, Finance, General from Canisius University.
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Eudaimonia Wealth
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Profile bio
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.
Listed skills include Estate Planning, Financial Advisory, Retirement Services, Fiduciary, and 25 others.
Current workplace
Brett A. Koeppel, Cfp®'s current company
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2 roles
Brett A. Koeppel, Cfp® work experience
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Senior Financial Advisor
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.
Apr 2012 - Aug 2019
3 education records
Brett A. Koeppel, Cfp® education
Bachelor'S Degree, Finance, General
Canisius University
Cfp Certification Professional Education Program
College For Financial Planning
Education record
Kenmore West Senior High School
FAQ
Frequently asked questions about Brett A. Koeppel, Cfp®
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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 Eudaimonia Wealth?
Brett A. Koeppel, Cfp® is listed as I help WNY families develop the confidence to spend, give, and live in retirement | Investopedia Top 100 Advisor at Eudaimonia Wealth.
Where is Brett A. Koeppel, Cfp® based?
Brett A. Koeppel, Cfp® is based in Buffalo, New York, United States while working with Eudaimonia Wealth.
What companies has Brett A. Koeppel, Cfp® worked for?
Brett A. Koeppel, Cfp® has worked for Eudaimonia Wealth and Merrill Lynch.
How can I contact Brett A. Koeppel, Cfp®?
You can use AeroLeads to view verified contact signals for Brett A. Koeppel, Cfp® at Eudaimonia Wealth, including work email, phone, and LinkedIn data when available.
What schools did Brett A. Koeppel, Cfp® attend?
Brett A. Koeppel, Cfp® holds Bachelor'S Degree, Finance, General from Canisius University.
What skills is Brett A. Koeppel, Cfp® known for?
Brett A. Koeppel, Cfp® is listed with skills including Estate Planning, Financial Advisory, Retirement Services, Fiduciary, Independent Financial Advice, Retirement Savings, Wealth Preservation Planning, and Retirement Income Strategies.
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