Meet Brett
Meet Brett Dalton - CFP® 
Brett has been helping clients in the greater Los Angeles are achieve their most importance financial goals for over a decade. He understand the importance of creating collaborative relationships with his clients, which provides them with the knowledge and confidence to make the best financial decisions for their situations. Brett has built his financial planning practice around three core principles: "Conceive, Believe, and Achieve". He understands that a financial plan is more than just numbers; it helps deliver a roadmap to success for his clients and their loved ones. Brett is a member of the Premier Association of Financial Professionals, Million Dollar Round Table. He has received "Financial Planner of the Year" six of the last seven years from the Financial Planning Division, an office of MetLife. Additionally, Brett lectures on retirement planning through the MetLife Retirewise Program at various institutions, such as USC and Pepperdine, and he offers Financial Education in the workpalce through the Financial Planning Division, an office of MetLife. He achieved his Bachelor's degree from UCLA, and is a CERTIFIED FINANCIAL PLANNER professional. In his recreational time, Brett is active with numberous non-profit organizations which include: the Lukemia and Lymphoma Society, Metropolitan Educational Theater, City of Hope, and MetLife Foundation. Brett also sits on the Board of Directors for Northridge Hospital Foundation. Originally from Huntington Beach, Brett moved to Los Angeles in 1990 to attend UCLA. Brett and his lovely wife Shawna currently reside in Northridge with their two daughters, Olivia and Faith. He enjoys performing in community theater with his children and is an animal lover, housing 3 dogs, 6 chickens, and a guinea pig. View Brett's Brochure
|
