What do you enjoy most about wealth management?
Having thoughtful, insightful, quirky colleagues.
What professional accomplishments are you most proud of?
Being voted by my colleagues as most likely to succeed.
What quality of yours make you best suited to do what you do?
How should people think about their wealth?
Wealth creates opportunities and responsibilities, but it shouldn’t be a burden.
What do you love to do outside of work?
Dig in dirt, explore and laugh.
What would you be doing if you weren’t working at Aspiriant?
I’d be an archaeologist and farmer living on a plot of land with lots of rescued animals.
Invented the Internet.
What was the most influential book you’ve read and why?
It’s also the most recent. The Adventures of Huckleberry Finn by Mark Twain. The friendship, compassion and sense of adventure shared by Huck, Jim and Tom is heart-warming and funny.
What personal accomplishments are you most proud of?
I’m not through yet!
Education and accreditations
- B.A., University of California, Berkeley
- JD, University of San Francisco Law School
Brett joined Aspiriant’s predecessor firm, Kochis Fitz, in 2000 and became a Principal in 2008. In addition to client responsibilities, Brett serves on Aspiriant’s Board of Directors.
Brett co-authored the book, Wealth Management, A Concise Guide to Financial Planning and Investment Management for Wealthy Clients, now in its second edition, and has served as a mentor to students in Golden Gate University’s Financial Planning Program.
Brett graduated from the University of California-Berkeley with an AB degree in Political Economy of Industrial Societies, and was a Distinguished Military Graduate from their Army ROTC program. He earned a JD degree from the University of San Francisco School of Law. Brett is a member of the State Bar of California and served in the United States Army as both an enlisted soldier, at the Tomb of the Unknowns, and officer.