Brett K. Fellows, Cfp®

Brett K. Fellows, Cfp® Email and Phone Number

Retirement planning for CRNAs • Investopedia Top 100 Advisor @ Oak Capital Advisors, LLC
mount pleasant, south carolina, united states
Brett K. Fellows, Cfp®'s Location
Charleston, South Carolina, United States, United States
Brett K. Fellows, Cfp®'s Contact Details

Brett K. Fellows, Cfp® work email

Brett K. Fellows, Cfp® personal email

n/a
About Brett K. Fellows, Cfp®

You’ve dedicated your life to your career. How do you use it to fund your retirement?When you’re so busy with the day-to-day, it’s hard to know where to start.✔ How much money do I need for retirement?✔ How do I reduce my tax bill?✔ How do I align all the moving parts of my financial life to create a successful retirement?Nobody told you how to figure this stuff out.You might be so overwhelmed with these types of questions that you decide to put it off “until a better time.”But we both know, the longer you wait, the less control you’ll have over the outcome.Let’s change that.Financial Planning for CRNAs.I’ll be your guide and resource so you can get off the worry roller coaster. I give you the advice you need, do most of the work, and help you make better decisions by having better conversations about money. Working together, I can help you:✔ Make confident decisions about your future by being better prepared and organized.✔ Focus on the things you can control - savings, tax management, retirement risk, time spent with family.✔ Stop focusing on the things you can't control - longevity, stock market fluctuations, the economy.✔ Gain peace-of-mind that you're doing the right things at the right times.✔ Feel confident that you can achieve freedom of purpose, time, and money.I understand you’re a busy person with unique challenges. You’ve spent time, energy, and sacrifices to provide financial security for those you care about — and I’m here to help make those goals a reality.As a father of two, having an integrated life based on vision, relationships, health and business, has allowed me to achieve my dreams.For your speaker or financial planning engagementsLet's connect!--> Email: brett@oakcapitaladvisor.com--> Phone: (843) 284-0798Follow the link below to set up a free 15-minute connecthttps://calendly.com/oca_bfellows/discovery-call

Brett K. Fellows, Cfp®'s Current Company Details
Oak Capital Advisors, LLC

Oak Capital Advisors, Llc

View
Retirement planning for CRNAs • Investopedia Top 100 Advisor
mount pleasant, south carolina, united states
Employees:
2
Brett K. Fellows, Cfp® Work Experience Details
  • Oak Capital Advisors, Llc
    Certified Financial Planner
    Oak Capital Advisors, Llc Jul 2005 - Present
    Daniel Island, South Carolina 29492
    Oak Capital Advisors is an independent, fee-only Registered Investment Advisor specializing in retirement planning for business owners. Our experience and expertise make us uniquely qualified to address the financial planning needs of business owners transitioning to the next stage of life–whether that’s full retirement or a version of it. If you’re ready to start planning for your future, we can help you identify your retirement goals and design a path to get you there by giving you the investment, tax, and risk management strategies you need.
  • Sagamore Golf, Inc.
    Vice President
    Sagamore Golf, Inc. Jul 1994 - Jun 2005
    Lynnfield, Massachusetts, United States
    Back in 1929, Sagamore Golf, Inc. established itself as a true 'pioneer of public golf' in New England by becoming one of the first daily-fee golf courses north of Boston, Massachussetts (Sagamore Spring Golf Club, Lynnfield, MA) --- And now, nearly 90 years later, our family's fourth generation is proudly continuing the Sagamore tradition... The game of Golf has come a long way since 1929, and so has Sagamore.Since day one, we've worked hard to offer great golf, excellent value, and a relaxed, friendly atmosphere where golfers feel right at home no matter what their exerience level is... The game of golf in meant to be fun, and that's what we aim for each and every day.All three of our locations are located within an hour of Boston, and they each offer something special for golfers. Sagamore Spring Golf Club (Lynnfield, MA) is the 'Grand-Daddy' of the Sagamore trio, offering 18 beautiful holes in the heart of Massachussetts' thriving North Shore.Sagamore-Hampton Golf Club (North Hampton, NH) features a picturesque 18-hole layout in New Hampshire's historic Seacoast Region, making it a popular course for both locals and vacationers alike. And our Sagamore Golf Center (also in North Hampton, NH) has been consistently recognized as 'One of America's Top-100 Golf Ranges', offering a year-round driving range with covered & heated hitting stations, one of NH's largest grass practice tees, short-game areas, Family Mini-Golf, and top-notch professional Golf Instruction for all levels!No matter what your golfing background is, we welcome you to have fun on our fairways this season --- So call your friends, book a tee-time, and plan a great day of golf at Sagamore... We look forward to seeing you on the first tee soon!

Brett K. Fellows, Cfp® Skills

Finance Securities Financial Services Financial Planning Retirement Investments Strategic Financial Planning Wealth Retirement Planning Financial Advisory Wealth Management Mutual Funds Employee Benefits Management Leadership Fixed Annuities Small Business

Brett K. Fellows, Cfp® Education Details

Frequently Asked Questions about Brett K. Fellows, Cfp®

What company does Brett K. Fellows, Cfp® work for?

Brett K. Fellows, Cfp® works for Oak Capital Advisors, Llc

What is Brett K. Fellows, Cfp®'s role at the current company?

Brett K. Fellows, Cfp®'s current role is Retirement planning for CRNAs • Investopedia Top 100 Advisor.

What is Brett K. Fellows, Cfp®'s email address?

Brett K. Fellows, Cfp®'s email address is bf****@****ide.com

What schools did Brett K. Fellows, Cfp® attend?

Brett K. Fellows, Cfp® attended Bentley University.

What skills is Brett K. Fellows, Cfp® known for?

Brett K. Fellows, Cfp® has skills like Finance, Securities, Financial Services, Financial Planning, Retirement, Investments, Strategic Financial Planning, Wealth, Retirement Planning, Financial Advisory, Wealth Management, Mutual Funds.

Who are Brett K. Fellows, Cfp®'s colleagues?

Brett K. Fellows, Cfp®'s colleagues are Whitney Jacobs.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.