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@tushinghamwealth.com
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4 phones found area 919 and 910
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LinkedIn matched
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Brett Tushingham, Cfp® is listed as Senior Vice President and Wealth Advisor at Farther, a Venture-Backed Fintech Revolutionizing Wealth Management at Farther, a company with 14 employees, based in Greater Wilmington Area, United States, United States. AeroLeads shows a work email signal at tushinghamwealth.com, phone signal with area code 919, 910, and a matched LinkedIn profile for Brett Tushingham, Cfp®.
Brett Tushingham, Cfp® previously worked as Senior Vice President, Wealth Advisor at Farther and Owner, Financial Advisor, Certified Financial Planner™ (CFP) & Fiduciary for Physicians & Executives at Tushingham Wealth Strategies, Llc. Brett Tushingham, Cfp® studied at College For Financial Planning.
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AeroLeads found 1 current-domain work email signal for Brett Tushingham, Cfp®. Compare company email patterns before reaching out.
Hi! My name is Brett Tushingham. I'm a Certified Financial Planner™ (CFP) and wealth advisor at Farther Finance Advisors. I've been providing retirement planning advice for over twenty years and specialize in helping families answer questions such as "Do I have enough assets to retire?" "How do I invest more wisely?" And "How do I minimize my taxes? My ultimate goal is to help you make smarter financial decisions, obtain better outcomes, and live your ideal retirement. We provide value in three ways. We will first develop a financial plan based on your objective, establish the goals necessary to achieve it, and coordinate the implementation of the plan with our team of attorneys, CPAs, bankers, mortgage brokers, property and casualty agents, and other professionals.
Listed skills include Financial Planning, Asset Management, Wealth Management, College Planning, and 26 others.
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A career timeline built from the work history available for this profile.
North Carolina, United States
Farther is the leading technology-centric wealth management firm – combining expert advisors with cutting-edge technology to deliver an efficient, comprehensive, and elite client experience. Backed by top-tier venture capital firms, Farther caters to high-net-worth professionals who need a more proactive and holistic approach to managing their wealth.
Wilmington, North Carolina Area
Wilmington, North Carolina Area
Working for a Registered Investment Advisor was important to me as it reinforced the fiduciary relationship that every advisor should adhere to when representing clients. While at OmniStar Financial Group I focused on utilizing a process vs. product approach by listening before acting and developing a personalized plan of action for every client.
Raleigh-Durham, North Carolina Area And Wilmington, NC
As COO of Cook Wealth Management Group, I provided financial planning and strategic vision for delivering the company’s comprehensive approach to wealth management. I obtained my Certified Financial Planner™ (CFP®) designation in 2006. I thoroughly evaluated all aspects of each client’s finances and tailored services to help them pursue their unique goals.
Greater New York City Area
Being a Derivatives Analyst for one of the largest investment banks allowed me to expand my knowledge in the areas of asset management, banking and capital markets. My position afforded me the opportunity to interact with upper level management on a regular basis and develop a deep understanding of the financial markets, the multitude of investment.
Other employees you can reach at farther.com. View company contacts for 14 employees →
Greg Allison
Colleague at Farther
San Francisco Bay Area, United States
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Silas H.
Colleague at Farther
Fort Worth, Texas, United States, United States
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April Goodman
Colleague at Farther
Carrollton, Texas, United States, United States
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Mark Putter
Colleague at Farther
New York City Metropolitan Area, United States
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Michael L. Hudson, Aif
Colleague at Farther
Wilmington, North Carolina, United States, United States
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What What
Colleague at Farther
Austin, Texas, United States, United States
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Leanna Van, Mba
Colleague at Farther
Dallas, Texas, United States, United States
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Jerome Ellis-Cruickshank
Colleague at Farther
Etobicoke, Ontario, Canada, Canada
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Mollie Sebak, Cfp®
Colleague at Farther
Melbourne, Florida, United States, United States
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Billy Sheers
Colleague at Farther
Tucson, Arizona, United States, United States
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Quick answers generated from the profile data available on this page.
Brett Tushingham, Cfp® works for Farther.
Brett Tushingham, Cfp® is listed as Senior Vice President and Wealth Advisor at Farther, a Venture-Backed Fintech Revolutionizing Wealth Management at Farther.
AeroLeads has found 1 work email signal at @tushinghamwealth.com for Brett Tushingham, Cfp® at Farther.
AeroLeads has found 4 phone signal(s) with area code 919, 910 for Brett Tushingham, Cfp® at Farther.
Brett Tushingham, Cfp® is based in Greater Wilmington Area, United States, United States while working with Farther.
Brett Tushingham, Cfp® has worked for Farther, Tushingham Wealth Strategies, Llc, Omnistar Financial Group, Cook Wealth Management Group, and Rbc Capital Markets.
Brett Tushingham, Cfp®'s colleagues at Farther include Greg Allison, Silas H., April Goodman, Mark Putter, and Michael L. Hudson, Aif.
You can use AeroLeads to view verified contact signals for Brett Tushingham, Cfp® at Farther, including work email, phone, and LinkedIn data when available.
Brett Tushingham, Cfp® studied at College For Financial Planning.
Brett Tushingham, Cfp® is listed with skills including Financial Planning, Asset Management, Wealth Management, College Planning, Social Security, Income Sustainability, Tax Advisory, and Fiduciary.
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