Breanne Smith, CFP®, CRPC®

As a Wealth Manager, Breanne is part of the advising team at Focus Wealth Partners. She focuses on helping Retirees, Business Owners and Corporate Executives make decisions with regard to the accumulation and preservation of their wealth. Breanne is also responsible for designing and implementing retirement plan strategies in an effort to help clients maintain their lifestyle and work towards their goals and objectives in retirement. Working with those clients that are in the process of accumulating retirement assets is also an area of focus, along with college planning for children and grandchildren and risk management.

Breanne is a California native who graduated from California State Polytechnic University, Pomona with an Industrial Engineering degree. She and her husband and their two dogs own a home in the Inland Empire.
 

Breanne is a registered investment professional who holds the Series 7 and 66 securities registrations through LPL Financial.
 

Chartered Retirement Planning Counselor (CRPC) conferred by College for Financial Planning.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.